Financial Partners Group, Inc
Position in AGGH — Simplify Aggregate Bond ETF
CIK 1731169
Overland Park, KS
Position in AGGH
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,105,147
+$141,231 QoQ
Shares Held
54,307
+16.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,105,147 | 54,307 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $963,916 | 46,566 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $795,885 | 38,430 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $712,740 | 34,532 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||