NWAM LLC’s Simplify Aggregate Bond ETF AGGH Stock Holding History

NWAM LLC’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	$1.42M	Sell	69,683 -19	-0%	-$393	0.08%	229
2025 Q4	$1.45M	Buy	69,702 +450	+0.6%	+$9.37K	0.08%	222
2025 Q3	$1.45M	Sell	69,252 -2,558	-4%	-$52.7K	0.08%	228
2025 Q2	$1.46M	Sell	71,810 -4,938	-6%	-$100K	0.08%	215
2025 Q1	$1.62M	Sell	76,748 -11,741	-13%	-$245K	0.14%	145
2024 Q4	$1.83M	Sell	88,489 -11,830	-12%	-$247K	0.11%	177
2024 Q3	$2.18M	Buy	+100,319	New	+$2.15M	0.13%	156
2024 Q2	–	Sell	-101,829	Closed	-$2.12M	–	162
2024 Q1	$2.12M	Buy	+101,829	New	+$2.2M	0.17%	123

Other funds holding AGGH

Simplify Asset Management Las Vegas, Nevada $6.52B AUM 10.69% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Great Diamond Partners Portland, Maine $520M AUM 21.84% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return