Guerra Advisors’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Guerra Advisors’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
2025 Q3	$158K	Buy	+7,638	New	+$157K	0.06%	99

Other funds holding AGGH

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

J. Hagan Capital Louisville, Kentucky $185M AUM 18.36% 1-Year Est. Return

Guerra Advisors's AGGH Position: Q3 2025 in Review

Guerra Advisors opened a new position in Simplify Aggregate Bond ETF (AGGH) in Q3 2025: 7,638 shares worth $158K. The stake represents 0.06% of the portfolio and ranks #99 among its holdings.

65 funds tracked by Wall St. Rank hold AGGH as of Q3 2025.

Guerra Advisors held 7,638 shares of Simplify Aggregate Bond ETF worth $158K as of Q3 2025.
Simplify Aggregate Bond ETF was a new Guerra Advisors position in Q3 2025.
Simplify Aggregate Bond ETF made up 0.06% of Guerra Advisors's portfolio in Q3 2025, its #99 holding.
65 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.