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Atria Investments’s Simplify Enhanced Income ETF HIGH Stock Holding History

Atria Investments’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
-105,322
Closed -$2.42M – 1949
2024
Q4 		$2.42M Sell
105,322
-3,231
-3% -$75.9K 0.03% 605
2024
Q3 		$2.55M Buy
108,553
+483
+0.4% +$11.5K 0.03% 589
2024
Q2 		$2.63M Buy
108,070
+848
+0.8% +$20.7K 0.03% 549
2024
Q1 		$2.62M Buy
107,222
+1,685
+2% +$41.3K 0.04% 551
2023
Q4 		$2.59M Buy
+105,537
New +$2.61M 0.04% 500

Other funds holding HIGH

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Atria Investments's HIGH Position: Q1 2025 in Review

Atria Investments sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 105,322 shares — an estimated $2.42M sold.

Atria Investments first reported a position in HIGH in Q4 2023 and held it in 5 quarters. The position peaked at $2.63M in Q2 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • Atria Investments reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 105,322 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $2.42M.
  • Atria Investments first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 5 quarters.
  • Atria Investments's Simplify Enhanced Income ETF position peaked at $2.63M in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.