Brookwood Investment Group LLC
Position in AGGH — Simplify Aggregate Bond ETF
CIK 2066812
PHOENIX, AZ
Position in AGGH
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$9,539,998
+$8,781,633 QoQ
Shares Held
468,796
+1179.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.81%
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 | $9,539,998 | 468,796 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $758,365 | 36,636 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $576,897 | 27,856 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $796,869 | 38,608 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||