Cetera Investment Advisers
Position in AGGH — Simplify Aggregate Bond ETF
CIK 1666741
SCHAUMBURG, IL
Position in AGGH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$880,239
-$220,380 QoQ
Shares Held
43,255
-18.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGGH Over Time
Shares Held
Position Value (USD)
All Filings in AGGH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $880,239 | 43,255 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,100,619 | 53,170 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,411,365 | 68,149 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||