APC
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Aspire Private Capital’s Simplify Enhanced Income ETF HIGH Stock Holding History

Aspire Private Capital’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
2024
Q4 		– Sell
-167
Closed -$3.92K – 361
2024
Q3 		$3.92K Buy
167
+6
+4% +$143 ﹤0.01% 491
2024
Q2 		$3.91K Hold
161
– – ﹤0.01% 491
2024
Q1 		$3.93K Buy
161
+7
+5% +$172 ﹤0.01% 516
2023
Q4 		$3.78K Buy
+154
New +$3.81K ﹤0.01% 502

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AWM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

Aspire Private Capital's HIGH Position: Q4 2024 in Review

Aspire Private Capital sold out of Simplify Enhanced Income ETF (HIGH) in Q4 2024, closing a stake of 167 shares — an estimated $3.92K sold.

Aspire Private Capital first reported a position in HIGH in Q4 2023 and held it in 4 quarters. The position peaked at $3.93K in Q1 2024. 90 funds tracked by Wall St. Rank hold HIGH as of Q4 2024.

  • Aspire Private Capital reported no remaining Simplify Enhanced Income ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 167 Simplify Enhanced Income ETF shares in Q4 2024, an estimated $3.92K.
  • Aspire Private Capital first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 4 quarters.
  • Aspire Private Capital's Simplify Enhanced Income ETF position peaked at $3.93K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.