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Stance Capital’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Stance Capital’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 		$69.3K Buy
+3,407
New +$70.5K 0.03% 117
2025
Q4 		– Sell
-3,198
Closed -$66.2K – 138
2025
Q3 		$66.2K Buy
+3,198
New +$65.8K 0.02% 158

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 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 $3.06B AUM 30.02% 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 $377B AUM 19.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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 $582M AUM 26.87% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Stance Capital's AGGH Position: Q1 2026 in Review

Stance Capital opened a new position in Simplify Aggregate Bond ETF (AGGH) in Q1 2026: 3,407 shares worth $69.3K. The stake represents 0.03% of the portfolio and ranks #117 among its holdings. This is a return to the name: Stance Capital previously reported a position in AGGH as recently as Q3 2025.

Stance Capital first reported a position in AGGH in Q3 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold AGGH as of Q1 2026.

  • Stance Capital held 3,407 shares of Simplify Aggregate Bond ETF worth $69.3K as of Q1 2026.
  • Simplify Aggregate Bond ETF was a new Stance Capital position in Q1 2026.
  • Simplify Aggregate Bond ETF made up 0.03% of Stance Capital's portfolio in Q1 2026, its #117 holding.
  • Stance Capital first reported a position in Simplify Aggregate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2026.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.