Sigma Planning Corp’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Sigma Planning Corp’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	–	Sell	-12,461	Closed	-$251K	–	1328
2026 Q2	$251K	Buy	12,461 +2,316	+23%	+$47K	0.01%	1206
2026 Q1	$206K	Buy	10,145 +408	+4%	+$8.44K	0.01%	1233
2025 Q4	$202K	Buy	+9,737	New	+$203K	0.01%	1223
2025 Q2	–	Sell	-106,495	Closed	-$2.25M	–	1246
2025 Q1	$2.25M	Sell	106,495 -496	-0.5%	-$10.3K	0.07%	264
2024 Q4	$2.21M	Buy	106,991 +97,662	+1,047%	+$2.04M	0.07%	263
2024 Q3	$203K	Sell	9,329 -2,400	-20%	-$51.5K	0.01%	1137
2024 Q2	$243K	Sell	11,729 -262	-2%	-$5.46K	0.01%	1006
2024 Q1	$257K	Buy	+11,991	New	+$259K	0.01%	1027

Other funds holding AGGH

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Sigma Planning Corp's AGGH Position: Q3 2026 in Review

Sigma Planning Corp sold out of Simplify Aggregate Bond ETF (AGGH) in Q3 2026, closing a stake of 12,461 shares — an estimated $251K sold.

Sigma Planning Corp first reported a position in AGGH in Q1 2024 and held it in 8 quarters. The position peaked at $2.25M in Q1 2025. 66 funds tracked by Wall St. Rank hold AGGH as of Q3 2026.

Sigma Planning Corp reported no remaining Simplify Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
Sigma Planning Corp sold 12,461 Simplify Aggregate Bond ETF shares in Q3 2026, an estimated $251K.
Sigma Planning Corp first reported a position in Simplify Aggregate Bond ETF in Q1 2024 and held it in 8 quarters.
Sigma Planning Corp's Simplify Aggregate Bond ETF position peaked at $2.25M in Q1 2025.
66 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.