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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
Q1 		$3.19M Buy
+156,859
New +$3.25M 2.02% 18

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

RiverTree Advisors's AGGH Position: Q1 2026 in Review

RiverTree Advisors opened a new position in Simplify Aggregate Bond ETF (AGGH) in Q1 2026: 156,859 shares worth $3.19M. The stake represents 2.02% of the portfolio and ranks #18 among its holdings.

89 funds tracked by Wall St. Rank hold AGGH as of Q1 2026.

  • RiverTree Advisors held 156,859 shares of Simplify Aggregate Bond ETF worth $3.19M as of Q1 2026.
  • Simplify Aggregate Bond ETF was a new RiverTree Advisors position in Q1 2026.
  • Simplify Aggregate Bond ETF made up 2.02% of RiverTree Advisors's portfolio in Q1 2026, its #18 holding.
  • 89 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2026.

Based on RiverTree Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.