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Pin Oak Investment Advisors’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Pin Oak Investment 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
Q1 		$2K Hold
100
– – ﹤0.01% 465
2025
Q4 		$2K Buy
+100
New +$2.08K ﹤0.01% 469

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 $582M AUM 26.87% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Pin Oak Investment Advisors's AGGH Position: Q1 2026 in Review

Pin Oak Investment Advisors held its Simplify Aggregate Bond ETF (AGGH) position steady in Q1 2026 at 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Pin Oak Investment Advisors first reported a position in AGGH in Q4 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold AGGH as of Q1 2026.

  • Pin Oak Investment Advisors held 100 shares of Simplify Aggregate Bond ETF worth $2K as of Q1 2026.
  • Pin Oak Investment Advisors left its Simplify Aggregate Bond ETF share count unchanged in Q1 2026.
  • Simplify Aggregate Bond ETF made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #465 holding.
  • Pin Oak Investment Advisors first reported a position in Simplify Aggregate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.