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Park Edge Advisors’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Park Edge Advisors’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 		$8.43M Buy
418,122
+8,103
+2% +$165K 1.78% 8
2026
Q1 		$8.34M Buy
410,019
+45,757
+13% +$947K 1.92% 6
2025
Q4 		$7.54M Buy
364,262
+1,616
+0.4% +$33.6K 1.71% 7
2025
Q3 		$7.51M Buy
362,646
+176,981
+95% +$3.64M 1.73% 9
2025
Q2 		$3.83M Buy
185,665
+46,061
+33% +$933K 0.98% 15
2025
Q1 		$2.95M Sell
139,604
-108,644
-44% -$2.27M 0.82% 19
2024
Q4 		$5.12M Buy
248,248
+87,150
+54% +$1.82M 1.49% 10
2024
Q3 		$3.5M Sell
161,098
-65,953
-29% -$1.41M 1% 13
2024
Q2 		$4.71M Buy
227,051
+67,060
+42% +$1.4M 1.44% 10
2024
Q1 		$3.43M Buy
+159,991
New +$3.46M 0.96% 13

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
BRG
Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Park Edge Advisors's AGGH Position: Q2 2026 in Review

Park Edge Advisors increased its Simplify Aggregate Bond ETF (AGGH) stake by 2% in Q2 2026, buying an estimated $165K and bringing the position to 418,122 shares worth $8.43M. The position accounts for 1.78% of the portfolio, ranked #8.

Park Edge Advisors first reported a position in AGGH in Q1 2024 and has held it in 10 quarters since. 16 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Park Edge Advisors held 418,122 shares of Simplify Aggregate Bond ETF worth $8.43M as of Q2 2026.
  • Park Edge Advisors bought 8,103 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $165K.
  • Simplify Aggregate Bond ETF made up 1.78% of Park Edge Advisors's portfolio in Q2 2026, its #8 holding.
  • Park Edge Advisors first reported a position in Simplify Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 16 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.