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

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Prosperity Wealth Management's AGGH Position: Q4 2025 in Review

Prosperity Wealth Management increased its Simplify Aggregate Bond ETF (AGGH) stake by 1.8% in Q4 2025, buying an estimated $22.8K and bringing the position to 60,397 shares worth $1.25M. The position accounts for 0.42% of the portfolio, ranked #48.

Prosperity Wealth Management first reported a position in AGGH in Q2 2023 and has held it in 11 quarters since. 80 funds tracked by Wall St. Rank hold AGGH as of Q4 2025.

Prosperity Wealth Management held 60,397 shares of Simplify Aggregate Bond ETF worth $1.25M as of Q4 2025.
Prosperity Wealth Management bought 1,096 Simplify Aggregate Bond ETF shares in Q4 2025, an estimated $22.8K.
Simplify Aggregate Bond ETF made up 0.42% of Prosperity Wealth Management's portfolio in Q4 2025, its #48 holding.
Prosperity Wealth Management first reported a position in Simplify Aggregate Bond ETF in Q2 2023 and has held it in 11 quarters since.
80 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.