Raymond James Financial’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Raymond James Financial’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	$873K	Buy	+43,263	New	+$879K	﹤0.01%	4099

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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

Raymond James Financial's AGGH Position: Q2 2026 in Review

Raymond James Financial opened a new position in Simplify Aggregate Bond ETF (AGGH) in Q2 2026: 43,263 shares worth $873K. The stake represents ﹤0.01% of the portfolio and ranks #4099 among its holdings.

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

Raymond James Financial held 43,263 shares of Simplify Aggregate Bond ETF worth $873K as of Q2 2026.
Simplify Aggregate Bond ETF was a new Raymond James Financial position in Q2 2026.
Simplify Aggregate Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4099 holding.
96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.