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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.81M Buy
136,115
+30,860
+29% +$637K 1.44% 10
2025
Q1 		$2.23M Buy
+105,255
New +$2.23M 1.25% 11