RiverTree Advisors
AGGH icon

RiverTree Advisors’s Simplify Aggregate Bond ETF AGGH Stock Holding History

RiverTree Advisors’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
Q3 		$2.68M Sell
141,357
-47,117
-25% -$931K 1.59% 21
2026
Q2 		$3.8M Buy
188,474
+31,615
+20% +$642K 2.24% 18
2026
Q1 		$3.19M Buy
+156,859
New +$3.25M 2.02% 18

Other funds holding AGGH

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
IronBridge Private Wealth
IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

RiverTree Advisors's AGGH Position: Q3 2026 in Review

RiverTree Advisors reduced its Simplify Aggregate Bond ETF (AGGH) stake by 25% in Q3 2026, selling an estimated $931K and leaving 141,357 shares worth $2.68M. The position accounts for 1.59% of the portfolio, ranked #21.

RiverTree Advisors first reported a position in AGGH in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.8M in Q2 2026. 67 funds tracked by Wall St. Rank hold AGGH as of Q3 2026.

  • RiverTree Advisors held 141,357 shares of Simplify Aggregate Bond ETF worth $2.68M as of Q3 2026.
  • RiverTree Advisors sold 47,117 Simplify Aggregate Bond ETF shares in Q3 2026, an estimated $931K.
  • Simplify Aggregate Bond ETF made up 1.59% of RiverTree Advisors's portfolio in Q3 2026, its #21 holding.
  • RiverTree Advisors first reported a position in Simplify Aggregate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • RiverTree Advisors's Simplify Aggregate Bond ETF position peaked at $3.8M in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.