Jones Financial Companies’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Jones Financial Companies’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	$10.5K	Buy	+519	New	+$10.5K	﹤0.01%	3766

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

Jones Financial Companies's AGGH Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Simplify Aggregate Bond ETF (AGGH) in Q2 2026: 519 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #3766 among its holdings.

96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

Jones Financial Companies held 519 shares of Simplify Aggregate Bond ETF worth $10.5K as of Q2 2026.
Simplify Aggregate Bond ETF was a new Jones Financial Companies position in Q2 2026.
Simplify Aggregate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3766 holding.
96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.