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Simplify Exchange Traded Fun shares owned by Independent Financial Group

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $330k 16k 20.35

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View all positions for Independent Financial Group

Top funds holding Simplify Exchange Traded Fun

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

View all funds holding Simplify Exchange Traded Fun