Prosperity Wealth Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Prosperity Wealth Management’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
2025 Q4	$1.25M	Buy	60,397 +1,096	+2%	+$22.8K	0.42%	48
2025 Q3	$1.23M	Buy	59,301 +4,342	+8%	+$89.4K	0.42%	49
2025 Q2	$1.13M	Buy	54,959 +30,589	+126%	+$620K	0.42%	52
2025 Q1	$515K	Buy	24,370 +3,526	+17%	+$73.5K	0.24%	95
2024 Q4	$430K	Sell	20,844 -20,947	-50%	-$438K	0.18%	113
2024 Q3	$907K	Buy	41,791 +155	+0.4%	+$3.33K	0.36%	45
2024 Q2	$864K	Buy	41,636 +5,171	+14%	+$108K	0.42%	43
2024 Q1	$781K	Buy	36,465 +5,662	+18%	+$122K	0.37%	45
2023 Q4	$680K	Buy	30,803 +3,166	+11%	+$67.8K	0.44%	35
2023 Q3	$589K	Buy	27,637 +16,980	+159%	+$376K	0.38%	42
2023 Q2	$240K	Buy	+10,657	New	+$244K	0.16%	109

Other funds holding AGGH

Simplify Asset Management Las Vegas, Nevada $6.52B AUM 10.69% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Great Diamond Partners Portland, Maine $520M AUM 21.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return