Lloyd Advisory Services, LLC.
Position in AGGH — Simplify Aggregate Bond ETF
CIK 1802474
SUWANEE, GA
Position in AGGH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$465,483
+$129,460 QoQ
Shares Held
23,078
+42.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#29
of 49 holders
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,483 | 23,078 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $336,023 | 16,233 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||