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Optivise Advisory Services’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Optivise Advisory Services’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
-136,115
Closed -$2.81M – 198
2025
Q2 		$2.81M Buy
136,115
+30,860
+29% +$625K 1.44% 10
2025
Q1 		$2.23M Buy
+105,255
New +$2.19M 1.25% 11

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 $567M AUM 16.01% 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

Optivise Advisory Services's AGGH Position: Q3 2025 in Review

Optivise Advisory Services sold out of Simplify Aggregate Bond ETF (AGGH) in Q3 2025, closing a stake of 136,115 shares — an estimated $2.81M sold.

Optivise Advisory Services first reported a position in AGGH in Q1 2025 and held it in 2 quarters. The position peaked at $2.81M in Q2 2025. 65 funds tracked by Wall St. Rank hold AGGH as of Q3 2025.

  • Optivise Advisory Services reported no remaining Simplify Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 136,115 Simplify Aggregate Bond ETF shares in Q3 2025, an estimated $2.81M.
  • Optivise Advisory Services first reported a position in Simplify Aggregate Bond ETF in Q1 2025 and held it in 2 quarters.
  • Optivise Advisory Services's Simplify Aggregate Bond ETF position peaked at $2.81M in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.