Sowell Financial Services LLC
Position in AGGH — Simplify Aggregate Bond ETF
CIK 1633697
NORTH LITTLE ROCK, AR
Position in AGGH
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$24,392,873
New position
Shares Held
1,198,667
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in AGGH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,392,873 | 1,198,667 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||