Osaic Holdings’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Osaic Holdings’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	$9.51M	Buy	471,438 +52,087	+12%	+$1.06M	0.01%	1073
2026 Q1	$8.53M	Sell	419,351 -170,857	-29%	-$3.54M	0.01%	1015
2025 Q4	$12.2M	Sell	590,208 -351,771	-37%	-$7.32M	0.02%	819
2025 Q3	$19.5M	Sell	941,979 -313,721	-25%	-$6.46M	0.03%	630
2025 Q2	$25.9M	Buy	1,255,700 +983,674	+362%	+$19.9M	0.05%	408
2025 Q1	$5.75M	Sell	272,026 -764,351	-74%	-$15.9M	0.01%	973
2024 Q4	$21.4M	Buy	1,036,377 +405,641	+64%	+$8.48M	0.05%	381
2024 Q3	$13.7M	Buy	630,736 +108,317	+21%	+$2.32M	0.03%	547
2024 Q2	$10.8M	Buy	522,419 +521,387	+50,522%	+$10.9M	0.03%	601
2024 Q1	$22.1K	Buy	+1,032	New	+$22.3K	﹤0.01%	5301

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

Osaic Holdings's AGGH Position: Q2 2026 in Review

Osaic Holdings increased its Simplify Aggregate Bond ETF (AGGH) stake by 12% in Q2 2026, buying an estimated $1.06M and bringing the position to 471,438 shares worth $9.51M. The position accounts for 0.01% of the portfolio, ranked #1073.

Osaic Holdings first reported a position in AGGH in Q1 2024 and has held it in 10 quarters since. The position peaked at $25.9M in Q2 2025. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

Osaic Holdings held 471,438 shares of Simplify Aggregate Bond ETF worth $9.51M as of Q2 2026.
Osaic Holdings bought 52,087 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $1.06M.
Simplify Aggregate Bond ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1073 holding.
Osaic Holdings first reported a position in Simplify Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Osaic Holdings's Simplify Aggregate Bond ETF position peaked at $25.9M in Q2 2025.
96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.