ENVESTNET ASSET MANAGEMENT INC
Position in AGGH — Simplify Aggregate Bond ETF
CIK 1407543
Berwyn, PA
Position in AGGH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$27,231,900
+$2,879,157 QoQ
Shares Held
1,350,119
+12.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2
of 49 holders
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,231,900 | 1,350,119 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $24,352,743 | 1,196,695 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $22,462,273 | 1,085,134 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,678,237 | 129,321 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,006,368 | 194,107 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $644,842 | 30,489 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $1,072,886 | 49,419 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $796,789 | 38,381 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $753,200 | 35,147 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||