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Key Capital Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Key Capital Management’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 		$4.13M Buy
204,726
+18,350
+10% +$373K 2.13% 14
2026
Q1 		$3.79M Buy
186,376
+37,737
+25% +$781K 2.5% 13
2025
Q4 		$3.08M Buy
+148,639
New +$3.09M 3.05% 6

Other funds holding AGGH

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Key Capital Management's AGGH Position: Q2 2026 in Review

Key Capital Management increased its Simplify Aggregate Bond ETF (AGGH) stake by 9.8% in Q2 2026, buying an estimated $373K and bringing the position to 204,726 shares worth $4.13M. The position accounts for 2.13% of the portfolio, ranked #14.

Key Capital Management first reported a position in AGGH in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Key Capital Management held 204,726 shares of Simplify Aggregate Bond ETF worth $4.13M as of Q2 2026.
  • Key Capital Management bought 18,350 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $373K.
  • Simplify Aggregate Bond ETF made up 2.13% of Key Capital Management's portfolio in Q2 2026, its #14 holding.
  • Key Capital Management first reported a position in Simplify Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.