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Prime Capital Investment Advisors’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Prime Capital 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
Q2 		$347K Sell
17,196
-4
-0% -$81 ﹤0.01% 814
2026
Q1 		$350K Hold
17,200
– – ﹤0.01% 787
2025
Q4 		$356K Sell
17,200
-7
-0% -$146 ﹤0.01% 755
2025
Q3 		$356K Hold
17,207
– – ﹤0.01% 751
2025
Q2 		$355K Sell
17,207
-812,729
-98% -$16.5M ﹤0.01% 713
2025
Q1 		$17.6M Buy
+829,936
New +$17.3M 0.2% 91

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
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
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
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Prime Capital Investment Advisors's AGGH Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Simplify Aggregate Bond ETF (AGGH) stake by 0.02% in Q2 2026, selling an estimated $81 and leaving 17,196 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Prime Capital Investment Advisors first reported a position in AGGH in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.6M in Q1 2025. 76 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Prime Capital Investment Advisors held 17,196 shares of Simplify Aggregate Bond ETF worth $347K as of Q2 2026.
  • Prime Capital Investment Advisors sold 4 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $81.
  • Simplify Aggregate Bond ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #814 holding.
  • Prime Capital Investment Advisors first reported a position in Simplify Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Prime Capital Investment Advisors's Simplify Aggregate Bond ETF position peaked at $17.6M in Q1 2025.
  • 76 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.