Wealth Enhancement Advisory Services
AGGH icon

Wealth Enhancement Advisory Services’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Wealth Enhancement Advisory Services’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
-21,199
Closed -$432K – 4137
2026
Q1 		$432K Buy
+21,199
New +$439K ﹤0.01% 2445

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

Wealth Enhancement Advisory Services's AGGH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Simplify Aggregate Bond ETF (AGGH) in Q2 2026, closing a stake of 21,199 shares — an estimated $432K sold.

Wealth Enhancement Advisory Services first reported a position in AGGH in Q1 2026 and held it in 1 quarter. The position peaked at $432K in Q1 2026. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Simplify Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 21,199 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $432K.
  • Wealth Enhancement Advisory Services first reported a position in Simplify Aggregate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Simplify Aggregate Bond ETF position peaked at $432K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.