Winnow Wealth
AGGH icon

Winnow Wealth’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Winnow Wealth’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 		$1.84M Buy
97,229
+52,424
+117% +$1.04M 1.22% 17
2026
Q2 		$904K Buy
44,805
+18,883
+73% +$383K 0.61% 50
2026
Q1 		$528K Buy
25,922
+822
+3% +$17K 0.41% 78
2025
Q4 		$527K Buy
+25,100
New +$523K 0.39% 75

Other funds holding AGGH

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 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
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

Winnow Wealth's AGGH Position: Q3 2026 in Review

Winnow Wealth increased its Simplify Aggregate Bond ETF (AGGH) stake by 117% in Q3 2026, buying an estimated $1.04M and bringing the position to 97,229 shares worth $1.84M. The position accounts for 1.22% of the portfolio, ranked #17.

Winnow Wealth first reported a position in AGGH in Q4 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold AGGH as of Q3 2026.

  • Winnow Wealth held 97,229 shares of Simplify Aggregate Bond ETF worth $1.84M as of Q3 2026.
  • Winnow Wealth bought 52,424 Simplify Aggregate Bond ETF shares in Q3 2026, an estimated $1.04M.
  • Simplify Aggregate Bond ETF made up 1.22% of Winnow Wealth's portfolio in Q3 2026, its #17 holding.
  • Winnow Wealth first reported a position in Simplify Aggregate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.