NWM
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Napa Wealth Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Napa Wealth Management’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
Q3 		– Sell
-10,137
Closed -$209K – 149
2025
Q2 		$209K Sell
10,137
-25,885
-72% -$525K 0.1% 126
2025
Q1 		$762K Sell
36,022
-10,738
-23% -$224K 0.43% 58
2024
Q4 		$965K Sell
46,760
-18,388
-28% -$384K 0.42% 71
2024
Q3 		$1.41M Buy
+65,148
New +$1.4M 0.67% 33

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
JHC
J. Hagan Capital Louisville, Kentucky $185M AUM 18.36% 1-Year Est. Return

Napa Wealth Management's AGGH Position: Q3 2025 in Review

Napa Wealth Management sold out of Simplify Aggregate Bond ETF (AGGH) in Q3 2025, closing a stake of 10,137 shares — an estimated $209K sold.

Napa Wealth Management first reported a position in AGGH in Q3 2024 and held it in 4 quarters. The position peaked at $1.41M in Q3 2024. 65 funds tracked by Wall St. Rank hold AGGH as of Q3 2025.

  • Napa Wealth Management reported no remaining Simplify Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Napa Wealth Management sold 10,137 Simplify Aggregate Bond ETF shares in Q3 2025, an estimated $209K.
  • Napa Wealth Management first reported a position in Simplify Aggregate Bond ETF in Q3 2024 and held it in 4 quarters.
  • Napa Wealth Management's Simplify Aggregate Bond ETF position peaked at $1.41M in Q3 2024.
  • 65 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.