Aptus Capital Advisors, LLC AGGH — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Aptus Capital Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Aptus Capital Advisors, LLC reported SIMPLIFY EXCHANGE TRADED FUN (AGGH) in 7 quarterly 13F filings from 2024 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 Aptus Capital Advisors, LLC'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 2024 Q1

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

Time in book
Holding Window
2024 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.

AGGH stock page Aptus Capital Advisors, LLC fund profile Aptus Capital Advisors, LLC full holdings
How Aptus Capital Advisors, LLC held AGGH — position size vs. price
% of Fund (quarterly)    AGGH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 5,362 -136 -2.5% 0.00% $111K 2025-11-12 $19.99
2025 Q2 ADDED — — — 5,498 +1,276 +30.2% 0.00% $113K 2025-08-11 $19.41
2025 Q1 REDUCED 49.3% -0.5% ✅ 4,222 -4,107 -49.3% 0.00% $89K 2025-05-13 $18.58
2024 Q4 ADDED — — — 8,329 +25 +0.3% 0.00% $172K 2025-02-14 $18.89
2024 Q3 REDUCED 20.4% -3.4% ✅ 8,304 -2,132 -20.4% 0.00% $180K 2024-11-05 $18.49
2024 Q2 ADDED — — — 10,436 +14 +0.1% 0.00% $217K 2024-07-31 $18.51
2024 Q1 INITIATED — — — 10,422 — — 0.00% $223K 2024-05-15 $17.93

🏢 Other funds also holding AGGH

As of 2026 Q1 — sorted by position size

IFS Group,LLC 2.53% Key Capital Management, INC 2.5% Great Diamond Partners, LLC 3Y 2.23% EVOLUTION WEALTH MANAGEMENT INC. 2.03% RiverTree Advisors, LLC 3Y 2.02% Park Edge Advisors, LLC 3Y 1.92% Elevated Capital Advisors, LLC 3Y 1.8% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.45% Stadion Money Management, LLC 3Y 7Y 1.41% FSA Advisors, Inc. 1.31%

FAQ About Aptus Capital Advisors, LLC and AGGH

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

How long has Aptus Capital Advisors, LLC reported owning AGGH?

Aptus Capital Advisors, LLC reported AGGH across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported AGGH position in Aptus Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for AGGH was 0.00% in 2024 Q1.

What is the latest reported AGGH position on this page?

The most recent filing on this page is 2025 Q3, when Aptus Capital Advisors, LLC reported 5,362 shares, equal to 0.00% of portfolio, with an estimated market value of $111K.

What does the chart on this AGGH ownership page compare?

The chart compares Aptus Capital Advisors, LLC'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.

How well did Aptus Capital Advisors, LLC time their AGGH position?

Based on 13F filing dates vs. subsequent AGGH price moves, Aptus Capital Advisors, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on AGGH relative to SPY over the holding period was -10.4%.

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