SPC
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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
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

SAM
Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 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 $2.7B AUM 22.62% 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 $376B 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 $520M AUM 21.84% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $784M AUM 29.04% 1-Year Est. Return