WealthPLAN Partners
AGGH icon

WealthPLAN Partners’s Simplify Aggregate Bond ETF AGGH Stock Holding History

WealthPLAN 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
2026
Q3 		$1.24M Buy
65,306
+19,005
+41% +$376K 0.23% 91
2026
Q2 		$934K Buy
46,301
+19,876
+75% +$404K 0.18% 111
2026
Q1 		$538K Buy
26,425
+4,129
+19% +$85.4K 0.1% 157
2025
Q4 		$462K Buy
+22,296
New +$464K 0.07% 195

Other funds holding AGGH

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
IronBridge Private Wealth
IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

WealthPLAN Partners's AGGH Position: Q3 2026 in Review

WealthPLAN Partners increased its Simplify Aggregate Bond ETF (AGGH) stake by 41% in Q3 2026, buying an estimated $376K and bringing the position to 65,306 shares worth $1.24M. The position accounts for 0.23% of the portfolio, ranked #91.

WealthPLAN Partners first reported a position in AGGH in Q4 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold AGGH as of Q3 2026.

  • WealthPLAN Partners held 65,306 shares of Simplify Aggregate Bond ETF worth $1.24M as of Q3 2026.
  • WealthPLAN Partners bought 19,005 Simplify Aggregate Bond ETF shares in Q3 2026, an estimated $376K.
  • Simplify Aggregate Bond ETF made up 0.23% of WealthPLAN Partners's portfolio in Q3 2026, its #91 holding.
  • WealthPLAN Partners first reported a position in Simplify Aggregate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.