WIM
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WealthPlan Investment Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

WealthPlan Investment 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 		$13.7M Sell
677,311
-41,302
-6% -$839K 0.68% 37
2026
Q1 		$14.6M Buy
718,613
+460,206
+178% +$9.52M 0.81% 32
2025
Q4 		$5.35M Buy
+258,407
New +$5.38M 0.34% 79

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
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

WealthPlan Investment Management's AGGH Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Simplify Aggregate Bond ETF (AGGH) stake by 5.7% in Q2 2026, selling an estimated $839K and leaving 677,311 shares worth $13.7M. The position accounts for 0.68% of the portfolio, ranked #37.

WealthPlan Investment Management first reported a position in AGGH in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.6M in Q1 2026. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • WealthPlan Investment Management held 677,311 shares of Simplify Aggregate Bond ETF worth $13.7M as of Q2 2026.
  • WealthPlan Investment Management sold 41,302 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $839K.
  • Simplify Aggregate Bond ETF made up 0.68% of WealthPlan Investment Management's portfolio in Q2 2026, its #37 holding.
  • WealthPlan Investment Management first reported a position in Simplify Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • WealthPlan Investment Management's Simplify Aggregate Bond ETF position peaked at $14.6M in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.