PRINCIPAL SECURITIES, INC.
Broker-DealerPosition in AGGH — Simplify Aggregate Bond ETF
CIK 12600
DES MOINES, IA
Position in AGGH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,250,636
+$2,004,878 QoQ
Shares Held
508,212
+25.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#6
of 49 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,250,636 | 508,212 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,245,758 | 405,197 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,426,322 | 213,832 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,962,669 | 143,055 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,329,141 | 112,846 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $527,523 | 24,942 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $514,553 | 24,942 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,250,350 | 103,655 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,121,672 | 102,200 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,782,976 | 83,200 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,079,800 | 48,904 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||