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Simplify Exchange Traded Fun shares owned by Gradient Investments

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by Gradient Investments from 13F filings

Historical chart of Gradient Investments investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Gradient Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $38M 1.9M 20.17

More positions owned by Gradient Investments

Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
Doubleline Etf Trust Mortgage Etf (DMBS)
Apple (AAPL)
Amazon (AMZN)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Alphabet Cap Stk Cl C (GOOG)
Janus Detroit Str Tr Henderson Mtg (JMBS)
World Gold Tr Spdr Gld Minis (GLDM)
Aim Etf Products Trust Allianzim Us Equ (SEPU)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares U S Etf Tr U.s. Tech Indepd (IETC)

View all positions for Gradient Investments

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
WCG Wealth Advisors
Gradient Investments
Sowell Financial Services
Envestnet Asset Management
LPL Financial
WealthPlan Investment Management
AE Wealth Management
Stadion Money Management
Great Diamond Partners
Brookwood Investment Group
Prevail Innovative Wealth Advisors
Advisor Group Holdings
Park Edge Advisors
Principal Securities

View all funds holding Simplify Exchange Traded Fun