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Independent Advisor Alliance’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Independent Advisor Alliance’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 		– Sell
-14,081
Closed -$287K – 1059
2026
Q1 		$287K Buy
+14,081
New +$291K ﹤0.01% 1340

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

Independent Advisor Alliance's AGGH Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Simplify Aggregate Bond ETF (AGGH) in Q2 2026, closing a stake of 14,081 shares — an estimated $287K sold.

Independent Advisor Alliance first reported a position in AGGH in Q1 2026 and held it in 1 quarter. The position peaked at $287K in Q1 2026. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Simplify Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 14,081 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $287K.
  • Independent Advisor Alliance first reported a position in Simplify Aggregate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Simplify Aggregate Bond ETF position peaked at $287K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.