LPL Financial
AGGH icon

LPL Financial’s Simplify Aggregate Bond ETF AGGH Stock Holding History

LPL Financial’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 		$16.4M Buy
807,669
+400,199
+98% +$8.28M ﹤0.01% 1602
2025
Q4 		$8.43M Buy
407,470
+93,480
+30% +$1.95M ﹤0.01% 2078
2025
Q3 		$6.5M Sell
313,990
-183,703
-37% -$3.78M ﹤0.01% 2241
2025
Q2 		$10.3M Buy
497,693
+55,556
+13% +$1.13M ﹤0.01% 1691
2025
Q1 		$9.35M Sell
442,137
-13,273
-3% -$277K ﹤0.01% 1657
2024
Q4 		$9.4M Sell
455,410
-13,986
-3% -$292K ﹤0.01% 1594
2024
Q3 		$10.2M Buy
469,396
+267,860
+133% +$5.75M ﹤0.01% 1452
2024
Q2 		$4.18M Sell
201,536
-23,841
-11% -$497K ﹤0.01% 2003
2024
Q1 		$4.83M Buy
+225,377
New +$4.87M ﹤0.01% 1812

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $6.49B 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
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 $784M AUM 29.04% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return