IFG
AGGH icon

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
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

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 Financial Group's AGGH Position: Q2 2026 in Review

Independent Financial Group increased its Simplify Aggregate Bond ETF (AGGH) stake by 52% in Q2 2026, buying an estimated $172K and bringing the position to 24,698 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #995.

Independent Financial Group first reported a position in AGGH in Q1 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Independent Financial Group held 24,698 shares of Simplify Aggregate Bond ETF worth $498K as of Q2 2026.
  • Independent Financial Group bought 8,478 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $172K.
  • Simplify Aggregate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #995 holding.
  • Independent Financial Group first reported a position in Simplify Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.