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Sowell Financial Services’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Sowell Financial Services’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 		$24.6M Buy
1,219,756
+21,089
+2% +$428K 0.8% 16
2026
Q1 		$24.4M Buy
+1,198,667
New +$24.8M 0.9% 14

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
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
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Sowell Financial Services's AGGH Position: Q2 2026 in Review

Sowell Financial Services increased its Simplify Aggregate Bond ETF (AGGH) stake by 1.8% in Q2 2026, buying an estimated $428K and bringing the position to 1,219,756 shares worth $24.6M. The position accounts for 0.8% of the portfolio, ranked #16.

Sowell Financial Services first reported a position in AGGH in Q1 2026 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Sowell Financial Services held 1,219,756 shares of Simplify Aggregate Bond ETF worth $24.6M as of Q2 2026.
  • Sowell Financial Services bought 21,089 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $428K.
  • Simplify Aggregate Bond ETF made up 0.8% of Sowell Financial Services's portfolio in Q2 2026, its #16 holding.
  • Sowell Financial Services first reported a position in Simplify Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.