Kestra Private Wealth Services’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Kestra Private Wealth Services’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	$1.82M	Buy	89,329 +21,993	+33%	+$455K	0.02%	588
2025 Q4	$1.39M	Buy	67,336 +2,996	+5%	+$62.4K	0.02%	666
2025 Q3	$1.33M	Buy	64,340 +1,276	+2%	+$26.3K	0.02%	665
2025 Q2	$1.3M	Sell	63,064 -18,933	-23%	-$384K	0.02%	633
2025 Q1	$1.73M	Buy	81,997 +60,912	+289%	+$1.27M	0.03%	495
2024 Q4	$435K	Buy	21,085 +2,498	+13%	+$52.2K	0.01%	986
2024 Q3	$404K	Buy	+18,587	New	+$399K	0.01%	967

Other funds holding AGGH

Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Great Diamond Partners Portland, Maine $520M AUM 21.84% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $784M AUM 29.04% 1-Year Est. Return