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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
Q2 		– Sell
-3,407
Closed -$69.3K – 343
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

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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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

Stance Capital's AGGH Position: Q2 2026 in Review

Stance Capital sold out of Simplify Aggregate Bond ETF (AGGH) in Q2 2026, closing a stake of 3,407 shares — an estimated $69.3K sold.

Stance Capital first reported a position in AGGH in Q3 2025 and held it in 2 quarters. The position peaked at $69.3K in Q1 2026. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Stance Capital reported no remaining Simplify Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Stance Capital sold 3,407 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $69.3K.
  • Stance Capital first reported a position in Simplify Aggregate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Stance Capital's Simplify Aggregate Bond ETF position peaked at $69.3K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Stance Capital's 13F filing for Q2 2026, filed 14 Aug 2026.