KG&L Capital Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

KG&L 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	$1.04M	Sell	51,793 -2,429	-4%	-$49.3K	0.62%	49
2026 Q1	$1.1M	Buy	54,222 +3,093	+6%	+$64K	0.79%	35
2025 Q4	$1.06M	Buy	51,129 +5,523	+12%	+$115K	0.26%	80
2025 Q3	$945K	Buy	45,606 +13,718	+43%	+$282K	0.25%	88
2025 Q2	$658K	Buy	31,888 +15,818	+98%	+$321K	0.19%	98
2025 Q1	$340K	Buy	+16,070	New	+$335K	0.11%	148

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

KG&L Capital Management's AGGH Position: Q2 2026 in Review

KG&L Capital Management reduced its Simplify Aggregate Bond ETF (AGGH) stake by 4.5% in Q2 2026, selling an estimated $49.3K and leaving 51,793 shares worth $1.04M. The position accounts for 0.62% of the portfolio, ranked #49.

KG&L Capital Management first reported a position in AGGH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.1M in Q1 2026. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

KG&L Capital Management held 51,793 shares of Simplify Aggregate Bond ETF worth $1.04M as of Q2 2026.
KG&L Capital Management sold 2,429 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $49.3K.
Simplify Aggregate Bond ETF made up 0.62% of KG&L Capital Management's portfolio in Q2 2026, its #49 holding.
KG&L Capital Management first reported a position in Simplify Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
KG&L Capital Management's Simplify Aggregate Bond ETF position peaked at $1.1M in Q1 2026.
96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.