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
Q2 		$23.1M Buy
1,143,999
+336,330
+42% +$6.83M 0.01% 1483
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

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 $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

LPL Financial's AGGH Position: Q2 2026 in Review

LPL Financial increased its Simplify Aggregate Bond ETF (AGGH) stake by 42% in Q2 2026, buying an estimated $6.83M and bringing the position to 1,143,999 shares worth $23.1M. The position accounts for 0.01% of the portfolio, ranked #1483.

LPL Financial first reported a position in AGGH in Q1 2024 and has held it in 10 quarters since. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • LPL Financial held 1,143,999 shares of Simplify Aggregate Bond ETF worth $23.1M as of Q2 2026.
  • LPL Financial bought 336,330 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $6.83M.
  • Simplify Aggregate Bond ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1483 holding.
  • LPL Financial first reported a position in Simplify Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.