Steward Partners Investment Advisory’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Steward Partners Investment Advisory’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	$19.4K	Sell	953 -12,198	-93%	-$252K	﹤0.01%	3247
2025 Q4	$272K	Sell	13,151 -29,296	-69%	-$610K	﹤0.01%	1765
2025 Q3	$879K	Sell	42,447 -4,828	-10%	-$99.4K	0.01%	1104
2025 Q2	$976K	Buy	47,275 +326	+0.7%	+$6.61K	0.01%	1002
2025 Q1	$993K	Buy	46,949 +1,143	+2%	+$23.8K	0.01%	926
2024 Q4	$945K	Buy	45,806 +24,110	+111%	+$504K	0.01%	894
2024 Q3	$471K	Buy	+21,696	New	+$465K	﹤0.01%	1132

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 $582M AUM 26.87% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Steward Partners Investment Advisory's AGGH Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Simplify Aggregate Bond ETF (AGGH) stake by 93% in Q1 2026, selling an estimated $252K and leaving 953 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3247.

Steward Partners Investment Advisory first reported a position in AGGH in Q3 2024 and has held it in 7 quarters since. The position peaked at $993K in Q1 2025. 89 funds tracked by Wall St. Rank hold AGGH as of Q1 2026.

Steward Partners Investment Advisory held 953 shares of Simplify Aggregate Bond ETF worth $19.4K as of Q1 2026.
Steward Partners Investment Advisory sold 12,198 Simplify Aggregate Bond ETF shares in Q1 2026, an estimated $252K.
Simplify Aggregate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3247 holding.
Steward Partners Investment Advisory first reported a position in Simplify Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Steward Partners Investment Advisory's Simplify Aggregate Bond ETF position peaked at $993K in Q1 2025.
89 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.