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Gradient Investments’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Gradient Investments’s Portfolio AGGH Stock Details AGGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.5M Buy
+1,857,938
New +$37.7M 0.52% 59

Other funds holding AGGH

WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Gradient Investments's AGGH Position: Q2 2026 in Review

Gradient Investments opened a new position in Simplify Aggregate Bond ETF (AGGH) in Q2 2026: 1,857,938 shares worth $37.5M. The stake represents 0.52% of the portfolio and ranks #59 among its holdings.

96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Gradient Investments held 1,857,938 shares of Simplify Aggregate Bond ETF worth $37.5M as of Q2 2026.
  • Simplify Aggregate Bond ETF was a new Gradient Investments position in Q2 2026.
  • Simplify Aggregate Bond ETF made up 0.52% of Gradient Investments's portfolio in Q2 2026, its #59 holding.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.