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 Q2	–	Sell	-953	Closed	-$19.4K	–	4658
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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Steward Partners Investment Advisory's AGGH Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Simplify Aggregate Bond ETF (AGGH) in Q2 2026, closing a stake of 953 shares — an estimated $19.4K sold.

Steward Partners Investment Advisory first reported a position in AGGH in Q3 2024 and held it in 7 quarters. The position peaked at $993K in Q1 2025. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

Steward Partners Investment Advisory reported no remaining Simplify Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 953 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $19.4K.
Steward Partners Investment Advisory first reported a position in Simplify Aggregate Bond ETF in Q3 2024 and held it in 7 quarters.
Steward Partners Investment Advisory's Simplify Aggregate Bond ETF position peaked at $993K in Q1 2025.
96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.