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Wealthcare Advisory Partners’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Wealthcare Advisory Partners’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
Q3 		– Sell
-15,008
Closed -$310K – 1019
2025
Q2 		$310K Buy
+15,008
New +$304K 0.01% 782

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
JHC
J. Hagan Capital Louisville, Kentucky $185M AUM 18.36% 1-Year Est. Return

Wealthcare Advisory Partners's AGGH Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of Simplify Aggregate Bond ETF (AGGH) in Q3 2025, closing a stake of 15,008 shares — an estimated $310K sold.

Wealthcare Advisory Partners first reported a position in AGGH in Q2 2025 and held it in 1 quarter. The position peaked at $310K in Q2 2025. 65 funds tracked by Wall St. Rank hold AGGH as of Q3 2025.

  • Wealthcare Advisory Partners reported no remaining Simplify Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 15,008 Simplify Aggregate Bond ETF shares in Q3 2025, an estimated $310K.
  • Wealthcare Advisory Partners first reported a position in Simplify Aggregate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Simplify Aggregate Bond ETF position peaked at $310K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.