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Great Diamond Partners’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Great Diamond Partners’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
Q3 		$12.4M Buy
655,437
+51,799
+9% +$1.02M 2.08% 7
2026
Q2 		$12.2M Buy
603,638
+34,600
+6% +$703K 2.09% 6
2026
Q1 		$11.6M Buy
569,038
+88,431
+18% +$1.83M 2.23% 5
2025
Q4 		$9.95M Buy
480,607
+19,530
+4% +$407K 1.91% 9
2025
Q3 		$9.55M Buy
461,077
+40,410
+10% +$832K 1.85% 10
2025
Q2 		$8.68M Buy
+420,667
New +$8.52M 1.83% 9

Other funds holding AGGH

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Great Diamond Partners's AGGH Position: Q3 2026 in Review

Great Diamond Partners increased its Simplify Aggregate Bond ETF (AGGH) stake by 8.6% in Q3 2026, buying an estimated $1.02M and bringing the position to 655,437 shares worth $12.4M. The position accounts for 2.08% of the portfolio, ranked #7.

Great Diamond Partners first reported a position in AGGH in Q2 2025 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold AGGH as of Q3 2026.

  • Great Diamond Partners held 655,437 shares of Simplify Aggregate Bond ETF worth $12.4M as of Q3 2026.
  • Great Diamond Partners bought 51,799 Simplify Aggregate Bond ETF shares in Q3 2026, an estimated $1.02M.
  • Simplify Aggregate Bond ETF made up 2.08% of Great Diamond Partners's portfolio in Q3 2026, its #7 holding.
  • Great Diamond Partners first reported a position in Simplify Aggregate Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.