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 Q2	$2.02M	Buy	99,982 +10,653	+12%	+$216K	0.02%	594
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

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 $7B AUM 14.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 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

Kestra Private Wealth Services's AGGH Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Simplify Aggregate Bond ETF (AGGH) stake by 12% in Q2 2026, buying an estimated $216K and bringing the position to 99,982 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #594.

Kestra Private Wealth Services first reported a position in AGGH in Q3 2024 and has held it in 8 quarters since. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

Kestra Private Wealth Services held 99,982 shares of Simplify Aggregate Bond ETF worth $2.02M as of Q2 2026.
Kestra Private Wealth Services bought 10,653 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $216K.
Simplify Aggregate Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #594 holding.
Kestra Private Wealth Services first reported a position in Simplify Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.