Brookwood Investment Group LLC AGGH — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Brookwood Investment Group LLC  ·  5 quarters on record

AI Ownership Summary

Brookwood Investment Group LLC reported SIMPLIFY EXCHANGE TRADED FUN (AGGH) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 1.18% in 2026 Q1. The latest visible filing shows AGGH at 1.08% 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 Brookwood Investment Group 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
2026 Q2

AGGH was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.18% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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 Brookwood Investment Group LLC fund profile Brookwood Investment Group LLC full holdings
How Brookwood Investment Group 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 475,325 +6,529 +1.4% 1.08% $9.6M 2026-07-23 $19.78
2026 Q1 ADDED — — — 468,796 +432,160 +1179.6% 1.18% $9.5M 2026-05-04 $19.89
2025 Q4 ADDED — — — 36,636 +8,780 +31.5% 0.09% $758K 2026-01-22 $19.91
2025 Q3 REDUCED 27.8% +2.6% ❌ 27,856 -10,752 -27.8% 0.07% $577K 2025-10-21 $19.79
2025 Q2 INITIATED — — — 38,608 — — 0.13% $797K 2025-08-01 $19.11

🏢 Other funds also holding AGGH

As of 2026 Q2 — sorted by position size

RiverTree Advisors, LLC 3Y 2.24% Key Capital Management, INC 2.13% Great Diamond Partners, LLC 3Y 2.09% EVOLUTION WEALTH MANAGEMENT INC. 1.94% Park Edge Advisors, LLC 3Y 1.78% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.26% Sowell Financial Services LLC 3Y 7Y 0.8% Financial Enhancement Group LLC 3Y 7Y 0.71% WealthPlan Investment Management, LLC 3Y 0.68% B.O.S.S. Retirement Advisors, LLC 3Y 0.66%

FAQ About Brookwood Investment Group 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 Brookwood Investment Group LLC reported owning AGGH?

Brookwood Investment Group LLC reported AGGH across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported AGGH position in Brookwood Investment Group LLC's portfolio?

The largest reported portfolio weight for AGGH was 1.18% in 2026 Q1.

What is the latest reported AGGH position on this page?

The most recent filing on this page is 2026 Q2, when Brookwood Investment Group LLC reported 475,325 shares, equal to 1.08% of portfolio, with an estimated market value of $9.6M.

What does the chart on this AGGH ownership page compare?

The chart compares Brookwood Investment Group 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 Brookwood Investment Group LLC time their AGGH position?

Based on 13F filing dates vs. subsequent AGGH price moves, Brookwood Investment Group LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on AGGH relative to SPY over the holding period was +1701.7%.

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