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Principal Securities’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Principal 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 		$8.25M Buy
405,197
+191,365
+89% +$3.96M 0.12% 156
2025
Q4 		$4.43M Buy
213,832
+70,777
+49% +$1.47M 0.07% 267
2025
Q3 		$2.96M Buy
143,055
+30,209
+27% +$622K 0.05% 337
2025
Q2 		$2.33M Buy
112,846
+87,904
+352% +$1.78M 0.04% 367
2025
Q1 		$515K Hold
24,942
– – 0.01% 762
2024
Q4 		$515K Sell
24,942
-78,713
-76% -$1.65M 0.01% 760
2024
Q3 		$2.25M Buy
103,655
+1,455
+1% +$31.2K 0.05% 310
2024
Q2 		$2.12M Buy
102,200
+19,000
+23% +$396K 0.06% 290
2024
Q1 		$1.78M Buy
83,200
+34,296
+70% +$741K 0.06% 301
2023
Q4 		$1.08M Buy
+48,904
New +$1.05M 0.04% 390

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 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 $376B 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 $784M AUM 29.04% 1-Year Est. Return