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Park Avenue Securities’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Park Avenue Securities’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 		$311K Sell
15,282
-191
-1% -$3.95K ﹤0.01% 1294
2025
Q4 		$320K Buy
+15,473
New +$322K ﹤0.01% 1291

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 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 $377B 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 $810M AUM 29.04% 1-Year Est. Return

Park Avenue Securities's AGGH Position: Q1 2026 in Review

Park Avenue Securities reduced its Simplify Aggregate Bond ETF (AGGH) stake by 1.2% in Q1 2026, selling an estimated $3.95K and leaving 15,282 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Park Avenue Securities first reported a position in AGGH in Q4 2025 and has held it in 2 quarters since. The position peaked at $320K in Q4 2025. 89 funds tracked by Wall St. Rank hold AGGH as of Q1 2026.

  • Park Avenue Securities held 15,282 shares of Simplify Aggregate Bond ETF worth $311K as of Q1 2026.
  • Park Avenue Securities sold 191 Simplify Aggregate Bond ETF shares in Q1 2026, an estimated $3.95K.
  • Simplify Aggregate Bond ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q1 2026, its #1294 holding.
  • Park Avenue Securities first reported a position in Simplify Aggregate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Park Avenue Securities's Simplify Aggregate Bond ETF position peaked at $320K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2026.

Based on Park Avenue Securities's 13F filing for Q1 2026, filed 7 Apr 2026.