AWS
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Atria Wealth Solutions’s Simplify Enhanced Income ETF HIGH Stock Holding History

Atria Wealth Solutions’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
-17,070
Closed -$393K – 1957
2024
Q4 		$393K Sell
17,070
-4,772
-22% -$112K ﹤0.01% 1394
2024
Q3 		$514K Buy
+21,842
New +$520K 0.01% 1239

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BCMLT
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PS
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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 Wealth Solutions's HIGH Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 17,070 shares — an estimated $393K sold.

Atria Wealth Solutions first reported a position in HIGH in Q3 2024 and held it in 2 quarters. The position peaked at $514K in Q3 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 17,070 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $393K.
  • Atria Wealth Solutions first reported a position in Simplify Enhanced Income ETF in Q3 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's Simplify Enhanced Income ETF position peaked at $514K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.