NewEdge Advisors’s Simplify Aggregate Bond ETF AGGH Stock Holding History

NewEdge Advisors’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	–	Sell	-14,035	Closed	-$286K	–	4185
2026 Q1	$286K	Buy	14,035 +10	+0.1%	+$207	﹤0.01%	2373
2025 Q4	$290K	Buy	14,025 +10	+0.1%	+$208	﹤0.01%	2331
2025 Q3	$290K	Buy	14,015 +1,529	+12%	+$31.5K	﹤0.01%	2193
2025 Q2	$258K	Sell	12,486 -34,283	-73%	-$695K	﹤0.01%	2101
2025 Q1	$989K	Buy	46,769 +217	+0.5%	+$4.53K	0.01%	1190
2024 Q4	$960K	Buy	46,552 +13	+0%	+$272	0.01%	1182
2024 Q3	$1.01M	Buy	46,539 +34,091	+274%	+$731K	0.01%	1097
2024 Q2	$258K	Buy	+12,448	New	+$260K	﹤0.01%	1797

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

NewEdge Advisors's AGGH Position: Q2 2026 in Review

NewEdge Advisors sold out of Simplify Aggregate Bond ETF (AGGH) in Q2 2026, closing a stake of 14,035 shares — an estimated $286K sold.

NewEdge Advisors first reported a position in AGGH in Q2 2024 and held it in 8 quarters. The position peaked at $1.01M in Q3 2024. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

NewEdge Advisors reported no remaining Simplify Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 14,035 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $286K.
NewEdge Advisors first reported a position in Simplify Aggregate Bond ETF in Q2 2024 and held it in 8 quarters.
NewEdge Advisors's Simplify Aggregate Bond ETF position peaked at $1.01M in Q3 2024.
96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.