WealthPlan Investment Management, LLC
Position in AGGH — Simplify Aggregate Bond ETF
CIK 1929986
OMAHA, NE
Position in AGGH
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$14,623,774
+$9,274,750 QoQ
Shares Held
718,613
+178.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,623,774 | 718,613 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,349,024 | 258,407 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||