PAG
AGGH icon

Private Advisor Group’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Private Advisor Group’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 		$13.8M Buy
+683,238
New +$13.9M 0.06% 317

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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

Private Advisor Group's AGGH Position: Q2 2026 in Review

Private Advisor Group opened a new position in Simplify Aggregate Bond ETF (AGGH) in Q2 2026: 683,238 shares worth $13.8M. The stake represents 0.06% of the portfolio and ranks #317 among its holdings.

35 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Private Advisor Group held 683,238 shares of Simplify Aggregate Bond ETF worth $13.8M as of Q2 2026.
  • Simplify Aggregate Bond ETF was a new Private Advisor Group position in Q2 2026.
  • Simplify Aggregate Bond ETF made up 0.06% of Private Advisor Group's portfolio in Q2 2026, its #317 holding.
  • 35 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.