Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
177K+ 95.32% |
$3.54M - $3.71M
|
363K
$7.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
134KNew |
$2.69M - $2.82M
|
134K
$2.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
40.4K+ 9.61% |
$808K - $847K
|
461K
$9.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
40K+ 286.21% |
$800K - $839K
|
54K
$1.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
24.7K+ 8.88% |
$494K - $518K
|
303K
$6.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
13.7K+ 43.02% |
$274K - $288K
|
45.6K
$952K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.9K+ 11.29% |
$78K - $81.7K
|
38.4K
$802K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.4KNew |
$47.9K - $50.2K
|
2.4K
$50K
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
BUY
|
- |
2.07K+ 12.21% |
$41.3K - $43.3K
|
19K
$396K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
811+ 2.57% |
$16.2K - $17K
|
32.4K
$676K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
266New |
$5.32K - $5.58K
|
266
$5.55K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.73K- 9.81% |
$54.6K - $57.3K
|
25.1K
$524K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-10.8K- 27.85% |
$215K - $225K
|
27.9K
$581K
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-1.48M- 28.4% |
$29.5M - $30.9M
|
3.72M
$77.6M
|