Osaic Holdings
AGGH icon

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
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

SAM
Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SFS
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $520M AUM 21.84% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $784M AUM 29.04% 1-Year Est. Return