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Legacy Wealth Management (Idaho)’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Legacy Wealth Management (Idaho)’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 		$543K Buy
26,692
+3,163
+13% +$65.4K 0.27% 75
2025
Q4 		$487K Sell
23,529
-5,202
-18% -$108K 0.23% 72
2025
Q3 		$595K Buy
28,731
+1,640
+6% +$33.8K 0.27% 63
2025
Q2 		$559K Sell
27,091
-2,397
-8% -$48.6K 0.29% 47
2025
Q1 		$624K Sell
29,488
-8,683
-23% -$181K 0.44% 40
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 $6.52B AUM 10.69% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SFS
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $520M AUM 21.84% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return