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Simplify Exchange Traded Fun shares owned by AE Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 489k 20.71
2025-06-30 $4.1M 200k 20.63
2025-03-31 $1.3M 62k 21.15
2024-12-31 $377k 18k 20.63

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Advisor Group Holdings
Stadion Money Management
AE Wealth Management
Great Diamond Partners
Park Edge Advisors
Beacon Capital Management
LPL Financial
Financial Enhancement
J Hagan Capital
Elevated Capital Advisors
POM Investment Strategies
Principal Securities
H D Vest Advisory Services
Encompass More Asset Management

View all funds holding Simplify Exchange Traded Fun