Allworth Financial LP AGGH β€” SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Allworth Financial LP  Β·  3 quarters on record

AI Ownership Summary

Allworth Financial LP reported SIMPLIFY EXCHANGE TRADED FUN (AGGH) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows AGGH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AGGH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allworth Financial LP's position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AGGH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Allworth Financial LP held AGGH β€” position size vs. price
% of Fund (quarterly)    AGGH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 769 β€” 0% 0.00% $16K 2025-12-02 $20.09
2025 Q2 UNCHANGED β€” β€” β€” 769 β€” 0% 0.00% $16K 2025-08-07 $19.38
2025 Q1 INITIATED β€” β€” β€” 769 β€” β€” 0.00% $16K 2025-04-30 $18.99

FAQ About Allworth Financial LP and AGGH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Allworth Financial LP reported owning AGGH?

Allworth Financial LP reported AGGH across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported AGGH position in Allworth Financial LP's portfolio?

The largest reported portfolio weight for AGGH was 0.00% in 2025 Q1.

What is the latest reported AGGH position on this page?

The most recent filing on this page is 2025 Q3, when Allworth Financial LP reported 769 shares, equal to 0.00% of portfolio, with an estimated market value of $16K.

What does the chart on this AGGH ownership page compare?

The chart compares Allworth Financial LP's quarterly AGGH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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