Latest Institutional Purchases of Simp Exch.Tra.Fds Simplify Agg (AGGH)
This list provides information on the latest institutional transactions involving Simp Exch.Tra.Fds Simplify Agg (AGGH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
111K+ 66.88% |
$2.2M - $2.37M
|
278K
$5.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
46.1K+ 32.99% |
$911K - $981K
|
186K
$3.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
34.5KNew |
$683K - $735K
|
34.5K
$704K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
2.01K+ 13.48% |
$39.7K - $42.8K
|
16.9K
$345K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
830KNew |
$16.7M - $17.6M
|
830K
$16.9M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
311KNew |
$6.25M - $6.59M
|
311K
$6.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
296KNew |
$5.96M - $6.28M
|
296K
$6.04M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
141KNew |
$2.84M - $3M
|
141K
$2.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
105KNew |
$2.12M - $2.23M
|
105K
$2.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
61.2KNew |
$1.23M - $1.3M
|
61.2K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
60.9K+ 288.89% |
$1.22M - $1.29M
|
82K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
43.5K+ 238.04% |
$875K - $923K
|
61.8K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.5KNew |
$613K - $647K
|
30.5K
$621K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
22.1KNew |
$445K - $469K
|
22.1K
$451K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
18.2KNew |
$366K - $386K
|
18.2K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.5KNew |
$331K - $349K
|
16.5K
$335K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
16.1KNew |
$323K - $341K
|
16.1K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.8K+ 84.43% |
$297K - $313K
|
32.3K
$658K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12KNew |
$242K - $256K
|
12K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12KNew |
$241K - $254K
|
12K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$217K - $229K
|
10.8K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.8KNew |
$217K - $229K
|
10.8K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 20.22% |
$203K - $214K
|
60K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.51K+ 8.16% |
$191K - $202K
|
126K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.83K+ 18.73% |
$137K - $145K
|
43.3K
$883K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.35KNew |
$87.5K - $92.2K
|
4.35K
$88.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.53K+ 16.92% |
$70.9K - $74.8K
|
24.4K
$497K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.5K+ 8.02% |
$70.3K - $74.2K
|
47.1K
$960K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.94KNew |
$39K - $41.2K
|
1.94K
$39.6K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 2.5% |
$23K - $24.2K
|
46.9K
$957K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
773+ 1.69% |
$15.5K - $16.4K
|
46.6K
$950K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
769New |
$15.5K - $16.3K
|
769
$15.7K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
217+ 0.47% |
$4.36K - $4.6K
|
46.8K
$953K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
764K+ 280.98% |
$15.6M - $16.6M
|
1.04M
$21.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
35.3KNew |
$717K - $764K
|
35.3K
$718K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
27KNew |
$549K - $585K
|
27K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.55K+ 19.74% |
$92.7K - $98.7K
|
27.6K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.67KNew |
$54.3K - $57.9K
|
2.67K
$54.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.35KNew |
$47.8K - $50.9K
|
2.35K
$47.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
530New |
$10.8K - $11.5K
|
530
$10.8K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
297K+ 6.06% |
$6.13M - $6.58M
|
5.19M
$106M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
100KNew |
$2.08M - $2.23M
|
100K
$2.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
75.2KNew |
$1.56M - $1.67M
|
75.2K
$1.53M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
71.8K+ 2073.13% |
$1.49M - $1.59M
|
75.3K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
24.5KNew |
$507K - $544K
|
24.5K
$500K
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 50.0% |
$20.7 - $22.2
|
3
$61.1
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
305K+ 962.53% |
$6.49M - $6.72M
|
336K
$6.85M
|
|