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Legacy Investment Solutions’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$559K Buy
+27,091
New +$549K 0.29% 47
2024
Q4 		$794K Sell
38,171
-5,297
-12% -$111K 0.51% 35
2024
Q3 		$899K Buy
+43,468
New +$932K 0.52% 29

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
JHC
J. Hagan Capital Louisville, Kentucky $185M AUM 18.36% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legacy Investment Solutions's AGGH Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Simplify Aggregate Bond ETF (AGGH) in Q2 2025: 27,091 shares worth $559K. The stake represents 0.29% of the portfolio and ranks #47 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in AGGH as recently as Q4 2024.

Legacy Investment Solutions first reported a position in AGGH in Q3 2024 and has held it in 3 quarters since. The position peaked at $899K in Q3 2024. 57 funds tracked by Wall St. Rank hold AGGH as of Q2 2025.

  • Legacy Investment Solutions held 27,091 shares of Simplify Aggregate Bond ETF worth $559K as of Q2 2025.
  • Simplify Aggregate Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Simplify Aggregate Bond ETF made up 0.29% of Legacy Investment Solutions's portfolio in Q2 2025, its #47 holding.
  • Legacy Investment Solutions first reported a position in Simplify Aggregate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Simplify Aggregate Bond ETF position peaked at $899K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.