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Prevail Innovative Wealth Advisors’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Prevail Innovative Wealth 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 		$8.49M Sell
420,950
-2,170
-0.5% -$44.1K 1.26% 26
2026
Q1 		$8.61M Buy
423,120
+292,401
+224% +$6.05M 1.45% 15
2025
Q4 		$2.71M Buy
+130,719
New +$2.72M 0.48% 75

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
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
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

Prevail Innovative Wealth Advisors's AGGH Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Simplify Aggregate Bond ETF (AGGH) stake by 0.51% in Q2 2026, selling an estimated $44.1K and leaving 420,950 shares worth $8.49M. The position accounts for 1.26% of the portfolio, ranked #26.

Prevail Innovative Wealth Advisors first reported a position in AGGH in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.61M in Q1 2026. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 420,950 shares of Simplify Aggregate Bond ETF worth $8.49M as of Q2 2026.
  • Prevail Innovative Wealth Advisors sold 2,170 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $44.1K.
  • Simplify Aggregate Bond ETF made up 1.26% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Simplify Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Prevail Innovative Wealth Advisors's Simplify Aggregate Bond ETF position peaked at $8.61M in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.