J. Hagan Capital’s Simplify Aggregate Bond ETF AGGH Stock Holding History

J. Hagan Capital’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	$611K	Sell	30,298 -439	-1%	-$8.91K	0.28%	40
2026 Q1	$625K	Sell	30,737 -48,853	-61%	-$1.01M	0.34%	40
2025 Q4	$1.65M	Sell	79,590 -189,457	-70%	-$3.94M	0.91%	26
2025 Q3	$5.57M	Sell	269,047 -5,558	-2%	-$114K	3.37%	8
2025 Q2	$5.63M	Sell	274,605 -36,238	-12%	-$734K	3.8%	7
2025 Q1	$6.41M	Buy	+310,843	New	+$6.48M	5.21%	4

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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

J. Hagan Capital's AGGH Position: Q2 2026 in Review

J. Hagan Capital reduced its Simplify Aggregate Bond ETF (AGGH) stake by 1.4% in Q2 2026, selling an estimated $8.91K and leaving 30,298 shares worth $611K. The position accounts for 0.28% of the portfolio, ranked #40.

J. Hagan Capital first reported a position in AGGH in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.41M in Q1 2025. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

J. Hagan Capital held 30,298 shares of Simplify Aggregate Bond ETF worth $611K as of Q2 2026.
J. Hagan Capital sold 439 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $8.91K.
Simplify Aggregate Bond ETF made up 0.28% of J. Hagan Capital's portfolio in Q2 2026, its #40 holding.
J. Hagan Capital first reported a position in Simplify Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
J. Hagan Capital's Simplify Aggregate Bond ETF position peaked at $6.41M in Q1 2025.
96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on J. Hagan Capital's 13F filing for Q2 2026, filed 14 Aug 2026.