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 Q2	$387K	Sell	19,202 -50,481	-72%	-$1.03M	0.02%	499
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

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

NWAM LLC's AGGH Position: Q2 2026 in Review

NWAM LLC reduced its Simplify Aggregate Bond ETF (AGGH) stake by 72% in Q2 2026, selling an estimated $1.03M and leaving 19,202 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #499.

NWAM LLC first reported a position in AGGH in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.18M in Q3 2024. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

NWAM LLC held 19,202 shares of Simplify Aggregate Bond ETF worth $387K as of Q2 2026.
NWAM LLC sold 50,481 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $1.03M.
Simplify Aggregate Bond ETF made up 0.02% of NWAM LLC's portfolio in Q2 2026, its #499 holding.
NWAM LLC first reported a position in Simplify Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
NWAM LLC's Simplify Aggregate Bond ETF position peaked at $2.18M in Q3 2024.
96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.