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HRT Financial’s Simplify Aggregate Bond ETF AGGH Stock Holding History

HRT Financial’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
Q1 		– Sell
-12,450
Closed -$257K – 3706
2025
Q4 		$257K Sell
12,450
-19,091
-61% -$397K ﹤0.01% 2474
2025
Q3 		$653K Buy
+31,541
New +$649K ﹤0.01% 1743

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

HRT Financial's AGGH Position: Q1 2026 in Review

HRT Financial sold out of Simplify Aggregate Bond ETF (AGGH) in Q1 2026, closing a stake of 12,450 shares — an estimated $257K sold.

HRT Financial first reported a position in AGGH in Q3 2025 and held it in 2 quarters. The position peaked at $653K in Q3 2025. 89 funds tracked by Wall St. Rank hold AGGH as of Q1 2026.

  • HRT Financial reported no remaining Simplify Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 12,450 Simplify Aggregate Bond ETF shares in Q1 2026, an estimated $257K.
  • HRT Financial first reported a position in Simplify Aggregate Bond ETF in Q3 2025 and held it in 2 quarters.
  • HRT Financial's Simplify Aggregate Bond ETF position peaked at $653K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.