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Simplify Exchange Traded Fun shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $38M 1.9M 20.35

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Apple (AAPL)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers Us Nat (CRTC)
Amazon (AMZN)
Dbx Etf Tr Xtrackers S&p (SNPE)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Alphabet Cap Stk Cl C (GOOGL)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Thornburg Etf Tr Multi Sector Bd (TMB)

View all positions for WCG Wealth Advisors

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