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Triumph Capital Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Triumph Capital Management’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 		$4.03K Hold
200
– – ﹤0.01% 1423
2026
Q1 		$4.07K Hold
200
– – ﹤0.01% 1375
2025
Q4 		$4.14K Buy
+200
New +$4.16K ﹤0.01% 1314

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

Triumph Capital Management's AGGH Position: Q2 2026 in Review

Triumph Capital Management held its Simplify Aggregate Bond ETF (AGGH) position steady in Q2 2026 at 200 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Triumph Capital Management first reported a position in AGGH in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.14K in Q4 2025. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Triumph Capital Management held 200 shares of Simplify Aggregate Bond ETF worth $4.03K as of Q2 2026.
  • Triumph Capital Management left its Simplify Aggregate Bond ETF share count unchanged in Q2 2026.
  • Simplify Aggregate Bond ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1423 holding.
  • Triumph Capital Management first reported a position in Simplify Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Simplify Aggregate Bond ETF position peaked at $4.14K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.