Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
279K+ 57.04% |
$5.76M - $5.86M
|
767K
$15.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
149KNew |
$3.07M - $3.12M
|
149K
$3.08M
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
42.8K+ 22.45% |
$884K - $900K
|
233K
$4.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
21.8KNew |
$450K - $458K
|
21.8K
$452K
|
|
|
Jan 27, 2026
Q4 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
18.9KNew |
$391K - $397K
|
18.9K
$392K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
15.5KNew |
$320K - $325K
|
15.5K
$321K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
8.83K+ 46.53% |
$182K - $186K
|
27.8K
$577K
|
|
|
Jan 22, 2026
Q4 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.52K+ 12.11% |
$114K - $116K
|
51.1K
$1.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.62K+ 0.45% |
$33.4K - $34K
|
364K
$7.56M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.57K+ 588.72% |
$32.4K - $32.9K
|
1.83K
$38K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
452+ 1.39% |
$9.34K - $9.5K
|
32.9K
$682K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7- 0.04% |
$145 - $147
|
17.2K
$357K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-233- 0.08% |
$4.81K - $4.9K
|
303K
$6.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-423- 1.68% |
$8.74K - $8.89K
|
24.7K
$512K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-906- 37.81% |
$18.7K - $19K
|
1.49K
$30.9K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-2.7K- 5.38% |
$55.8K - $56.8K
|
47.6K
$987K
|
|
|
Jan 23, 2026
Q4 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-2.78K- 17.65% |
$57.5K - $58.5K
|
13K
$270K
|
|