IFG
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Independent Financial Group’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Independent Financial Group’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 		$463K Sell
24,471
-227
-0.9% -$4.49K 0.01% 1043
2026
Q2 		$498K Buy
24,698
+8,478
+52% +$172K 0.01% 995
2026
Q1 		$330K Buy
+16,220
New +$336K 0.01% 1110

Other funds holding AGGH

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 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
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

Independent Financial Group's AGGH Position: Q3 2026 in Review

Independent Financial Group reduced its Simplify Aggregate Bond ETF (AGGH) stake by 0.92% in Q3 2026, selling an estimated $4.49K and leaving 24,471 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #1043.

Independent Financial Group first reported a position in AGGH in Q1 2026 and has held it in 3 quarters since. The position peaked at $498K in Q2 2026. 13 funds tracked by Wall St. Rank hold AGGH as of Q3 2026.

  • Independent Financial Group held 24,471 shares of Simplify Aggregate Bond ETF worth $463K as of Q3 2026.
  • Independent Financial Group sold 227 Simplify Aggregate Bond ETF shares in Q3 2026, an estimated $4.49K.
  • Simplify Aggregate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1043 holding.
  • Independent Financial Group first reported a position in Simplify Aggregate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Independent Financial Group's Simplify Aggregate Bond ETF position peaked at $498K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.