Integrated Wealth Concepts’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Integrated Wealth Concepts’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
2025 Q1	–	Sell	-14,565	Closed	-$300K	–	1735
2024 Q4	$300K	Sell	14,565 -225	-2%	-$4.7K	﹤0.01%	1360
2024 Q3	$321K	Buy	14,790 +1,724	+13%	+$37K	﹤0.01%	1298
2024 Q2	$271K	Buy	13,066 +243	+2%	+$5.07K	﹤0.01%	1368
2024 Q1	$275K	Buy	+12,823	New	+$277K	﹤0.01%	1369

Other funds holding AGGH

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JHC

J. Hagan Capital Louisville, Kentucky $216M AUM 21.92% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Integrated Wealth Concepts's AGGH Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of Simplify Aggregate Bond ETF (AGGH) in Q1 2025, closing a stake of 14,565 shares — an estimated $300K sold.

Integrated Wealth Concepts first reported a position in AGGH in Q1 2024 and held it in 4 quarters. The position peaked at $321K in Q3 2024. 50 funds tracked by Wall St. Rank hold AGGH as of Q1 2025.

Integrated Wealth Concepts reported no remaining Simplify Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 14,565 Simplify Aggregate Bond ETF shares in Q1 2025, an estimated $300K.
Integrated Wealth Concepts first reported a position in Simplify Aggregate Bond ETF in Q1 2024 and held it in 4 quarters.
Integrated Wealth Concepts's Simplify Aggregate Bond ETF position peaked at $321K in Q3 2024.
50 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.