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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Simplify Enhanced Income ETF HIGH Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio HIGH Stock Details HIGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-99,679
Closed -$2.42M – 72
2025
Q2 		$2.42M Buy
+99,679
New +$2.36M 1.61% 9

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BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's HIGH Position: Q3 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Simplify Enhanced Income ETF (HIGH) in Q3 2025, closing a stake of 99,679 shares — an estimated $2.42M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in HIGH in Q2 2025 and held it in 1 quarter. The position peaked at $2.42M in Q2 2025. 52 funds tracked by Wall St. Rank hold HIGH as of Q3 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Simplify Enhanced Income ETF position as of Q3 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 99,679 Simplify Enhanced Income ETF shares in Q3 2025, an estimated $2.42M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Simplify Enhanced Income ETF in Q2 2025 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Simplify Enhanced Income ETF position peaked at $2.42M in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q3 2025, filed 10 Aug 2026.