AWM
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AE Wealth Management’s Simplify Enhanced Income ETF HIGH Stock Holding History

AE Wealth Management’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
2026
Q1 		$595K Sell
27,887
-508,312
-95% -$11.1M ﹤0.01% 1020
2025
Q4 		$12M Sell
536,199
-309,713
-37% -$7.08M 0.07% 262
2025
Q3 		$19.5M Buy
845,912
+17,755
+2% +$416K 0.12% 178
2025
Q2 		$20.1M Buy
828,157
+208,057
+34% +$4.93M 0.15% 158
2025
Q1 		$13.6M Buy
620,100
+46,594
+8% +$1.06M 0.11% 198
2024
Q4 		$13.2M Buy
573,506
+456,603
+391% +$10.7M 0.11% 197
2024
Q3 		$2.74M Sell
116,903
-9,158
-7% -$218K 0.02% 452
2024
Q2 		$3.06M Buy
126,061
+50,121
+66% +$1.22M 0.03% 432
2024
Q1 		$1.85M Sell
75,940
-93,378
-55% -$2.29M 0.02% 509
2023
Q4 		$4.15M Buy
+169,318
New +$4.19M 0.02% 656

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PS
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Envestnet Asset Management
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AFG
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Osaic Holdings
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WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $517M AUM 17.96% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $144M AUM 11.74% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return