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AE Wealth Management LLC

Position in AGGH — Simplify Aggregate Bond ETF

CIK 1697723 TOPEKA, KS

Position in AGGH

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$15,495,660
+$1,175,694 QoQ
Shares Held
768,253
+9.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#4
of 49 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,495,660 768,253
2026-03-31 $14,319,966 703,684
2025-12-31 $15,884,802 767,382
2025-09-30 $10,119,814 488,644
2025-06-30 $4,128,591 200,029
2025-03-31 $1,307,237 61,808
2024-12-31 $377,197 18,284