Stadion Money Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Stadion Money 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	$14M	Buy	687,642 +9,501	+1%	+$197K	1.41%	20
2025 Q4	$14M	Buy	678,141 +50,736	+8%	+$1.06M	1.14%	19
2025 Q3	$13M	Sell	627,405 -31,188	-5%	-$642K	1.04%	19
2025 Q2	$13.5M	Sell	658,593 -11,332	-2%	-$230K	1.11%	21
2025 Q1	$14.2M	Sell	669,925 -28,604	-4%	-$596K	1.41%	15
2024 Q4	$14.4M	Buy	698,529 +241,072	+53%	+$5.04M	1.13%	20
2024 Q3	$9.93M	Buy	457,457 +38,806	+9%	+$832K	0.75%	19
2024 Q2	$8.69M	Sell	418,651 -68,873	-14%	-$1.44M	0.71%	19
2024 Q1	$10.4M	Buy	487,524 +33,941	+7%	+$733K	0.68%	19
2023 Q4	$10M	Buy	453,583 +6,788	+2%	+$145K	0.66%	19
2023 Q3	$9.53M	Buy	+446,795	New	+$9.89M	0.79%	21

Other funds holding AGGH

Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Great Diamond Partners Portland, Maine $520M AUM 21.84% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $784M AUM 29.04% 1-Year Est. Return

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