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

SFG 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
2024
Q4 		– Sell
-75,245
Closed -$1.63M – 99
2024
Q3 		$1.63M Buy
+75,245
New +$1.61M 0.87% 22

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

SFG Wealth Management's AGGH Position: Q4 2024 in Review

SFG Wealth Management sold out of Simplify Aggregate Bond ETF (AGGH) in Q4 2024, closing a stake of 75,245 shares — an estimated $1.63M sold.

SFG Wealth Management first reported a position in AGGH in Q3 2024 and held it in 1 quarter. The position peaked at $1.63M in Q3 2024. 37 funds tracked by Wall St. Rank hold AGGH as of Q4 2024.

  • SFG Wealth Management reported no remaining Simplify Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • SFG Wealth Management sold 75,245 Simplify Aggregate Bond ETF shares in Q4 2024, an estimated $1.63M.
  • SFG Wealth Management first reported a position in Simplify Aggregate Bond ETF in Q3 2024 and held it in 1 quarter.
  • SFG Wealth Management's Simplify Aggregate Bond ETF position peaked at $1.63M in Q3 2024.
  • 37 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q4 2024.

Based on SFG Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.