SAM
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Simplify Asset Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Simplify Asset 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
2026
Q1 		$42.9M Buy
2,109,127
+250,000
+13% +$5.17M 0.66% 7
2025
Q4 		$38.5M Sell
1,859,127
-1,859,127
-50% -$38.7M 0.63% 9
2025
Q3 		$77M Sell
3,718,254
-1,475,000
-28% -$30.4M 1.42% 7
2025
Q2 		$107M Hold
5,193,254
– – 5.39% 4
2025
Q1 		$110M Hold
5,193,254
– – 4.11% 6
2024
Q4 		$107M Hold
5,193,254
– – 5.29% 5
2024
Q3 		$113M Buy
5,193,254
+296,513
+6% +$6.36M 5.25% 5
2024
Q2 		$102M Hold
4,896,741
– – 6.82% 4
2024
Q1 		$105M Sell
4,896,741
-63,324
-1% -$1.37M 6.25% 4
2023
Q4 		$110M Buy
4,960,065
+2,223,211
+81% +$47.6M 9.82% 4
2023
Q3 		$58.4M Buy
2,736,854
+2,380,028
+667% +$52.7M 6.67% 4
2023
Q2 		$8.03M Buy
356,826
+154,415
+76% +$3.53M 1.06% 11
2023
Q1 		$4.62M Buy
202,411
+188,196
+1,324% +$4.25M 0.66% 20
2022
Q4 		$318K Sell
14,215
-70,243
-83% -$1.57M 0.05% 64
2022
Q3 		$1.93M Buy
+84,458
New +$1.98M 0.21% 29

Other funds holding AGGH

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
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return