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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
Q2 		$10.3M Buy
508,212
+103,015
+25% +$2.09M 0.12% 156
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

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

Principal Securities's AGGH Position: Q2 2026 in Review

Principal Securities increased its Simplify Aggregate Bond ETF (AGGH) stake by 25% in Q2 2026, buying an estimated $2.09M and bringing the position to 508,212 shares worth $10.3M. The position accounts for 0.12% of the portfolio, ranked #156.

Principal Securities first reported a position in AGGH in Q4 2023 and has held it in 11 quarters since. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Principal Securities held 508,212 shares of Simplify Aggregate Bond ETF worth $10.3M as of Q2 2026.
  • Principal Securities bought 103,015 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $2.09M.
  • Simplify Aggregate Bond ETF made up 0.12% of Principal Securities's portfolio in Q2 2026, its #156 holding.
  • Principal Securities first reported a position in Simplify Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.