Purchases and Sales Made in Q2 2025 in Simp Exch.Tra.Fds Simplify Agg (AGGH)
This table provides information about the institutional ownership of Simp Exch.Tra.Fds Simplify Agg (AGGH) during Q2 2025. The information is specifically focused on institutions that hold shares of SIMP EXCH.TRA.FDS SIMPLIFY AGG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.24M+ 11236.1% |
$24.6M - $26.5M
|
1.26M
$26.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
421KNew |
$8.32M - $8.96M
|
421K
$8.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
164K+ 536.65% |
$3.24M - $3.48M
|
194K
$4.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
138K+ 223.63% |
$2.73M - $2.94M
|
200K
$4.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
111K+ 66.88% |
$2.2M - $2.37M
|
278K
$5.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
97.6KNew |
$1.93M - $2.08M
|
97.6K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
87.9K+ 352.43% |
$1.74M - $1.87M
|
113K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.6K+ 12.57% |
$1.1M - $1.18M
|
498K
$10.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
46.1K+ 32.99% |
$911K - $981K
|
186K
$3.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
42.3KNew |
$837K - $901K
|
42.3K
$883K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.6KNew |
$784K - $844K
|
39.6K
$827K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
38.6KNew |
$764K - $822K
|
38.6K
$806K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
34.5KNew |
$683K - $735K
|
34.5K
$721K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
30.9K+ 29.32% |
$610K - $657K
|
136K
$2.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
30.6K+ 125.52% |
$605K - $651K
|
55K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
24.4KNew |
$482K - $519K
|
24.4K
$509K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
20.1K+ 14.19% |
$397K - $427K
|
161K
$3.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
17.3K+ 5.83% |
$342K - $368K
|
313K
$6.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
17.1KNew |
$339K - $365K
|
17.1K
$357K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
15.8K+ 98.43% |
$313K - $337K
|
31.9K
$666K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15KNew |
$297K - $320K
|
15K
$313K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
14KNew |
$276K - $298K
|
14K
$292K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.5K+ 9.92% |
$247K - $266K
|
139K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
9.48K+ 42.9% |
$188K - $202K
|
31.6K
$659K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.37K+ 19.32% |
$165K - $178K
|
51.7K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.93K+ 6.42% |
$77.7K - $83.6K
|
65.1K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.13K+ 109.79% |
$42.2K - $45.4K
|
4.07K
$85K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
2.01K+ 13.48% |
$39.7K - $42.8K
|
16.9K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.65KNew |
$32.7K - $35.2K
|
1.65K
$34.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.35K+ 12.54% |
$26.8K - $28.8K
|
12.2K
$254K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 30.22% |
$25.2K - $27.2K
|
5.5K
$115K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 6.08% |
$19.8K - $21.3K
|
17.5K
$364K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
351+ 1.93% |
$6.94K - $7.47K
|
18.5K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
326+ 0.69% |
$6.45K - $6.94K
|
47.3K
$987K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
182New |
$3.6K - $3.87K
|
182
$3.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-2.4K- 8.13% |
$47.4K - $51K
|
27.1K
$565K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.4K- 9.33% |
$87K - $93.6K
|
42.7K
$892K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.96K- 6.46% |
$98K - $105K
|
71.8K
$1.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-6.67K- 14.44% |
$132K - $142K
|
39.5K
$825K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.16K- 22.18% |
$142K - $152K
|
25.1K
$524K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.02K- 13.36% |
$159K - $171K
|
52K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-8.77K- 14.23% |
$173K - $187K
|
52.9K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-9.07K- 24.57% |
$179K - $193K
|
27.8K
$581K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-11.1K- 29.03% |
$219K - $236K
|
27.1K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-11.3K- 1.69% |
$224K - $241K
|
659K
$13.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-16.5K- 35.47% |
$327K - $352K
|
30.1K
$628K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18.9K- 23.09% |
$374K - $403K
|
63.1K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-25.9K- 71.86% |
$512K - $551K
|
10.1K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.3K- 73.3% |
$678K - $730K
|
12.5K
$261K
|