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Lloyd Advisory Services’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Lloyd Advisory 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 		$465K Buy
+23,078
New +$469K 0.18% 68
2026
Q1 		– Sell
-16,233
Closed -$336K – 863
2025
Q4 		$336K Buy
+16,233
New +$338K 0.13% 73

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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Envestnet Asset Management
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
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

Lloyd Advisory Services's AGGH Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Simplify Aggregate Bond ETF (AGGH) in Q2 2026: 23,078 shares worth $465K. The stake represents 0.18% of the portfolio and ranks #68 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in AGGH as recently as Q4 2025.

Lloyd Advisory Services first reported a position in AGGH in Q4 2025 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Lloyd Advisory Services held 23,078 shares of Simplify Aggregate Bond ETF worth $465K as of Q2 2026.
  • Simplify Aggregate Bond ETF was a new Lloyd Advisory Services position in Q2 2026.
  • Simplify Aggregate Bond ETF made up 0.18% of Lloyd Advisory Services's portfolio in Q2 2026, its #68 holding.
  • Lloyd Advisory Services first reported a position in Simplify Aggregate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.