ARQ Wealth Advisors
HIGH icon

ARQ Wealth Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

ARQ Wealth Advisors’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
Q1 		– Sell
-135,695
Closed -$3.12M – 100
2024
Q4 		$3.12M Sell
135,695
-89,605
-40% -$2.1M 1.19% 27
2024
Q3 		$5.3M Buy
225,300
+7,753
+4% +$185K 2% 17
2024
Q2 		$5.29M Buy
217,547
+5,264
+2% +$129K 2.29% 17
2024
Q1 		$5.18M Buy
+212,283
New +$5.21M 2.25% 17

Other funds holding HIGH

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

ARQ Wealth Advisors's HIGH Position: Q1 2025 in Review

ARQ Wealth Advisors sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 135,695 shares — an estimated $3.12M sold.

ARQ Wealth Advisors first reported a position in HIGH in Q1 2024 and held it in 4 quarters. The position peaked at $5.3M in Q3 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • ARQ Wealth Advisors reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • ARQ Wealth Advisors sold 135,695 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $3.12M.
  • ARQ Wealth Advisors first reported a position in Simplify Enhanced Income ETF in Q1 2024 and held it in 4 quarters.
  • ARQ Wealth Advisors's Simplify Enhanced Income ETF position peaked at $5.3M in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on ARQ Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.