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Signature Estate & Investment Advisors’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Signature Estate & Investment 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
2025
Q3 		– Sell
-97,642
Closed -$2.02M – 599
2025
Q2 		$2.02M Buy
+97,642
New +$1.98M 0.05% 150

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
JHC
J. Hagan Capital Louisville, Kentucky $185M AUM 18.36% 1-Year Est. Return

Signature Estate & Investment Advisors's AGGH Position: Q3 2025 in Review

Signature Estate & Investment Advisors sold out of Simplify Aggregate Bond ETF (AGGH) in Q3 2025, closing a stake of 97,642 shares — an estimated $2.02M sold.

Signature Estate & Investment Advisors first reported a position in AGGH in Q2 2025 and held it in 1 quarter. The position peaked at $2.02M in Q2 2025. 65 funds tracked by Wall St. Rank hold AGGH as of Q3 2025.

  • Signature Estate & Investment Advisors reported no remaining Simplify Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 97,642 Simplify Aggregate Bond ETF shares in Q3 2025, an estimated $2.02M.
  • Signature Estate & Investment Advisors first reported a position in Simplify Aggregate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's Simplify Aggregate Bond ETF position peaked at $2.02M in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q3 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.