EVOLUTION WEALTH MANAGEMENT INC.
Position in AGGH — Simplify Aggregate Bond ETF
CIK 2010029
FORT MYERS, FL
Position in AGGH
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,770,123
+$969,472 QoQ
Shares Held
136,124
+56.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.84%
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 | $2,770,123 | 136,124 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,800,651 | 86,988 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,117,925 | 53,980 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $288,485 | 13,977 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||