Van Hulzen Asset Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Van Hulzen Asset 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
2025 Q1	–	Sell	-2,349	Closed	-$48.5K	–	331
2024 Q4	$48.5K	Buy	+2,349	New	+$49.1K	﹤0.01%	509

Other funds holding AGGH

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

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

J. Hagan Capital Louisville, Kentucky $185M AUM 18.36% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Van Hulzen Asset Management's AGGH Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Simplify Aggregate Bond ETF (AGGH) in Q1 2025, closing a stake of 2,349 shares — an estimated $48.5K sold.

Van Hulzen Asset Management first reported a position in AGGH in Q4 2024 and held it in 1 quarter. The position peaked at $48.5K in Q4 2024. 50 funds tracked by Wall St. Rank hold AGGH as of Q1 2025.

Van Hulzen Asset Management reported no remaining Simplify Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 2,349 Simplify Aggregate Bond ETF shares in Q1 2025, an estimated $48.5K.
Van Hulzen Asset Management first reported a position in Simplify Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
Van Hulzen Asset Management's Simplify Aggregate Bond ETF position peaked at $48.5K in Q4 2024.
50 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.