Janney Montgomery Scott
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Janney Montgomery Scott’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Janney Montgomery Scott’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 		$1.52M Buy
+75,427
New +$1.53M ﹤0.01% 1655
2025
Q3 		– Sell
-17,450
Closed -$360K – 2853
2025
Q2 		$360K Buy
17,450
+1,000
+6% +$20.3K ﹤0.01% 2231
2025
Q1 		$348K Buy
+16,450
New +$343K ﹤0.01% 2214

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

Janney Montgomery Scott's AGGH Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Simplify Aggregate Bond ETF (AGGH) in Q2 2026: 75,427 shares worth $1.52M. The stake represents ﹤0.01% of the portfolio and ranks #1655 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in AGGH as recently as Q2 2025.

Janney Montgomery Scott first reported a position in AGGH in Q1 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Janney Montgomery Scott held 75,427 shares of Simplify Aggregate Bond ETF worth $1.52M as of Q2 2026.
  • Simplify Aggregate Bond ETF was a new Janney Montgomery Scott position in Q2 2026.
  • Simplify Aggregate Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1655 holding.
  • Janney Montgomery Scott first reported a position in Simplify Aggregate Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.