JHC
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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
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

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 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 $3.06B AUM 30.02% 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 $377B AUM 19.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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 $582M AUM 26.87% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

J. Hagan Capital's AGGH Position: Q1 2026 in Review

J. Hagan Capital reduced its Simplify Aggregate Bond ETF (AGGH) stake by 61% in Q1 2026, selling an estimated $1.01M and leaving 30,737 shares worth $625K. The position accounts for 0.34% of the portfolio, ranked #40.

J. Hagan Capital first reported a position in AGGH in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.41M in Q1 2025. 89 funds tracked by Wall St. Rank hold AGGH as of Q1 2026.

  • J. Hagan Capital held 30,737 shares of Simplify Aggregate Bond ETF worth $625K as of Q1 2026.
  • J. Hagan Capital sold 48,853 Simplify Aggregate Bond ETF shares in Q1 2026, an estimated $1.01M.
  • Simplify Aggregate Bond ETF made up 0.34% of J. Hagan Capital's portfolio in Q1 2026, its #40 holding.
  • J. Hagan Capital first reported a position in Simplify Aggregate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • J. Hagan Capital's Simplify Aggregate Bond ETF position peaked at $6.41M in Q1 2025.
  • 89 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2026.

Based on J. Hagan Capital's 13F filing for Q1 2026, filed 13 May 2026.