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Integrated Advisors Network’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Integrated Advisors Network’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 		$688K Sell
33,790
-19,666
-37% -$407K 0.04% 399
2025
Q4 		$1.11M Sell
53,456
-590
-1% -$12.3K 0.05% 327
2025
Q3 		$1.12M Buy
54,046
+11,318
+26% +$233K 0.05% 342
2025
Q2 		$882K Sell
42,728
-4,397
-9% -$89.1K 0.04% 378
2025
Q1 		$997K Buy
47,125
+3,497
+8% +$72.9K 0.05% 321
2024
Q4 		$900K Buy
43,628
+25,829
+145% +$540K 0.04% 324
2024
Q3 		$386K Buy
+17,799
New +$382K 0.02% 537

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 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 $2.7B AUM 22.62% 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 $376B 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 $520M AUM 21.84% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $784M AUM 29.04% 1-Year Est. Return