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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
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

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

Sigma Planning Corp's AGGH Position: Q2 2026 in Review

Sigma Planning Corp increased its Simplify Aggregate Bond ETF (AGGH) stake by 23% in Q2 2026, buying an estimated $47K and bringing the position to 12,461 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #1206.

Sigma Planning Corp first reported a position in AGGH in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.25M in Q1 2025. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Sigma Planning Corp held 12,461 shares of Simplify Aggregate Bond ETF worth $251K as of Q2 2026.
  • Sigma Planning Corp bought 2,316 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $47K.
  • Simplify Aggregate Bond ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1206 holding.
  • Sigma Planning Corp first reported a position in Simplify Aggregate Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • Sigma Planning Corp's Simplify Aggregate Bond ETF position peaked at $2.25M in Q1 2025.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.