Greykasell Wealth Strategies’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Greykasell Wealth Strategies’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	$822K	Buy	40,759 +716	+2%	+$14.5K	0.3%	73
2026 Q1	$815K	Buy	40,043 +711	+2%	+$14.7K	0.33%	71
2025 Q4	$814K	Buy	39,332 +728	+2%	+$15.2K	0.32%	74
2025 Q3	$799K	Buy	38,604 +20,063	+108%	+$413K	0.34%	70
2025 Q2	$383K	Buy	18,541 +351	+2%	+$7.11K	0.18%	94
2025 Q1	$385K	Buy	+18,190	New	+$379K	0.21%	94

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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

Greykasell Wealth Strategies's AGGH Position: Q2 2026 in Review

Greykasell Wealth Strategies increased its Simplify Aggregate Bond ETF (AGGH) stake by 1.8% in Q2 2026, buying an estimated $14.5K and bringing the position to 40,759 shares worth $822K. The position accounts for 0.3% of the portfolio, ranked #73.

Greykasell Wealth Strategies first reported a position in AGGH in Q1 2025 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

Greykasell Wealth Strategies held 40,759 shares of Simplify Aggregate Bond ETF worth $822K as of Q2 2026.
Greykasell Wealth Strategies bought 716 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $14.5K.
Simplify Aggregate Bond ETF made up 0.3% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #73 holding.
Greykasell Wealth Strategies first reported a position in Simplify Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.