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Aspen Wealth Strategies, LLC

Position in AGGH — Simplify Aggregate Bond ETF

CIK 1972517 ARVADA, CO

Position in AGGH

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$413,369
+$80,576 QoQ
Shares Held
20,313
+26.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $413,369 20,313
2025-12-31 $332,793 16,077
2025-09-30 $324,132 15,651
2025-06-30 $621,140 30,094
2025-03-31 $986,309 46,634
2024-12-31 $946,112 45,861
2024-09-30 $638,968 29,432
2024-06-30 $608,994 29,335
2024-03-31 $606,276 28,291