AWM
HIGH icon

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
Q2 		$597K Sell
27,624
-263
-0.9% -$5.67K ﹤0.01% 1140
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

Other funds holding HIGH

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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 $85.1B AUM 27.35% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

AE Wealth Management's HIGH Position: Q2 2026 in Review

AE Wealth Management reduced its Simplify Enhanced Income ETF (HIGH) stake by 0.94% in Q2 2026, selling an estimated $5.67K and leaving 27,624 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

AE Wealth Management first reported a position in HIGH in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.1M in Q2 2025. 39 funds tracked by Wall St. Rank hold HIGH as of Q2 2026.

  • AE Wealth Management held 27,624 shares of Simplify Enhanced Income ETF worth $597K as of Q2 2026.
  • AE Wealth Management sold 263 Simplify Enhanced Income ETF shares in Q2 2026, an estimated $5.67K.
  • Simplify Enhanced Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1140 holding.
  • AE Wealth Management first reported a position in Simplify Enhanced Income ETF in Q4 2023 and has held it in 11 quarters since.
  • AE Wealth Management's Simplify Enhanced Income ETF position peaked at $20.1M in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.