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 |
|---|---|---|---|---|---|---|---|
|
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 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
15.8K+ 98.43% |
$313K - $337K
|
31.9K
$650K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
2.01K+ 13.48% |
$39.7K - $42.8K
|
16.9K
$345K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 6.08% |
$19.8K - $21.3K
|
17.5K
$356K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-8.77K- 14.23% |
$173K - $187K
|
52.9K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-9.07K- 24.57% |
$179K - $193K
|
27.8K
$567K
|