WAM
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Worth Asset Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Worth Asset 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 		$526K Buy
26,086
+273
+1% +$5.54K 0.17% 115
2026
Q1 		$525K Buy
25,813
+1,124
+5% +$23.3K 0.2% 108
2025
Q4 		$511K Sell
24,689
-423
-2% -$8.81K 0.22% 80
2025
Q3 		$520K Sell
25,112
-2,732
-10% -$56.2K 0.23% 66
2025
Q2 		$575K Sell
27,844
-9,068
-25% -$184K 0.28% 61
2025
Q1 		$781K Buy
+36,912
New +$770K 0.43% 55

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

Worth Asset Management's AGGH Position: Q2 2026 in Review

Worth Asset Management increased its Simplify Aggregate Bond ETF (AGGH) stake by 1.1% in Q2 2026, buying an estimated $5.54K and bringing the position to 26,086 shares worth $526K. The position accounts for 0.17% of the portfolio, ranked #115.

Worth Asset Management first reported a position in AGGH in Q1 2025 and has held it in 6 quarters since. The position peaked at $781K in Q1 2025. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Worth Asset Management held 26,086 shares of Simplify Aggregate Bond ETF worth $526K as of Q2 2026.
  • Worth Asset Management bought 273 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $5.54K.
  • Simplify Aggregate Bond ETF made up 0.17% of Worth Asset Management's portfolio in Q2 2026, its #115 holding.
  • Worth Asset Management first reported a position in Simplify Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Worth Asset Management's Simplify Aggregate Bond ETF position peaked at $781K in Q1 2025.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.