Envestnet Portfolio Solutions, Inc.
Position in AGGH — Simplify Aggregate Bond ETF
CIK 1998033
BERWYN, PA
Position in AGGH
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$3,888,844
+$216,789 QoQ
Shares Held
191,098
+7.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $3,888,844 | 191,098 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,672,055 | 177,394 | Shares | Sole | 2026-02-06 | |
| 2025-03-31 | $228,335 | 10,796 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||