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Strive Financial Group’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Strive Financial Group’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 		$28.2K Sell
1,400
-60
-4% -$1.22K 0.01% 339
2026
Q1 		$30K Buy
+1,460
New +$30.2K 0.02% 287

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

Strive Financial Group's AGGH Position: Q2 2026 in Review

Strive Financial Group reduced its Simplify Aggregate Bond ETF (AGGH) stake by 4.1% in Q2 2026, selling an estimated $1.22K and leaving 1,400 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #339.

Strive Financial Group first reported a position in AGGH in Q1 2026 and has held it in 2 quarters since. The position peaked at $30K in Q1 2026. 95 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Strive Financial Group held 1,400 shares of Simplify Aggregate Bond ETF worth $28.2K as of Q2 2026.
  • Strive Financial Group sold 60 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $1.22K.
  • Simplify Aggregate Bond ETF made up 0.01% of Strive Financial Group's portfolio in Q2 2026, its #339 holding.
  • Strive Financial Group first reported a position in Simplify Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Strive Financial Group's Simplify Aggregate Bond ETF position peaked at $30K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.