AE Wealth Management’s Simplify Enhanced Income ETF HIGH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
828,157
+208,057
| +34% | +$5.04M | 0.15% | 158 |
|
|
2025
Q1 | $13.6M | Buy |
620,100
+46,594
| +8% | +$1.02M | 0.11% | 198 |
|
|
2024
Q4 | $13.2M | Buy |
573,506
+456,603
| +391% | +$10.5M | 0.11% | 197 |
|
|
2024
Q3 | $2.74M | Sell |
116,903
-9,158
| -7% | -$215K | 0.02% | 452 |
|
|
2024
Q2 | $3.06M | Buy |
126,061
+50,121
| +66% | +$1.22M | 0.03% | 431 |
|
|
2024
Q1 | $1.85M | Sell |
75,940
-93,378
| -55% | -$2.28M | 0.02% | 509 |
|
|
2023
Q4 | $4.15M | Buy |
+169,318
| New | +$4.15M | 0.02% | 656 |
|