Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
167KNew |
$3.35M - $3.53M
|
167K
$3.4M
|
|
|
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 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
36.9KNew |
$742K - $783K
|
36.9K
$752K
|
|
|
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
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
600+ 4.2% |
$12.1K - $12.7K
|
14.9K
$304K
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
360+ 0.59% |
$7.24K - $7.64K
|
61.6K
$1.26M
|
|
|
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
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-496- 0.46% |
$9.97K - $10.5K
|
106K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.11K- 49.31% |
$82.6K - $87.1K
|
4.22K
$86K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.1K- 16.63% |
$103K - $108K
|
25.6K
$521K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-5.64K- 8.43% |
$113K - $120K
|
61.3K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6.51K- 11.08% |
$131K - $138K
|
52.2K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-7.83K- 14.5% |
$157K - $166K
|
46.2K
$941K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-8.68K- 22.75% |
$175K - $184K
|
29.5K
$601K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-10.7K- 22.96% |
$216K - $228K
|
36K
$734K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.7K- 13.27% |
$236K - $249K
|
76.7K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.3K- 2.91% |
$267K - $282K
|
442K
$9.01M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22K- 41.8% |
$443K - $467K
|
30.7K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-28.6K- 4.09% |
$575K - $607K
|
670K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-37.4K- 38.55% |
$752K - $793K
|
59.6K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-109K- 43.76% |
$2.18M - $2.3M
|
140K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-759K- 73.62% |
$15.3M - $16.1M
|
272K
$5.54M
|