UBS Group’s Simplify Aggregate Bond ETF AGGH Stock Holding History

UBS 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	–	Sell	-110	Closed	-$2.24K	–	10412
2026 Q1	$2.24K	Sell	110 -782	-88%	-$16.2K	﹤0.01%	9319
2025 Q4	$18.5K	Buy	+892	New	+$18.6K	﹤0.01%	7841
2025 Q1	–	Sell	-2,669	Closed	-$55.1K	–	10177
2024 Q4	$55.1K	Buy	+2,669	New	+$55.8K	﹤0.01%	7238
2023 Q1	–	Sell	-70	Closed	-$1.57K	–	9544
2022 Q4	$1.57K	Buy	+70	New	+$1.57K	﹤0.01%	9838

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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

UBS Group's AGGH Position: Q2 2026 in Review

UBS Group sold out of Simplify Aggregate Bond ETF (AGGH) in Q2 2026, closing a stake of 110 shares — an estimated $2.24K sold.

UBS Group first reported a position in AGGH in Q4 2022 and held it in 4 quarters. The position peaked at $55.1K in Q4 2024. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

UBS Group reported no remaining Simplify Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 110 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $2.24K.
UBS Group first reported a position in Simplify Aggregate Bond ETF in Q4 2022 and held it in 4 quarters.
UBS Group's Simplify Aggregate Bond ETF position peaked at $55.1K in Q4 2024.
96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.