AAS
HIGH icon

Avantax Advisory Services’s Simplify Enhanced Income ETF HIGH Stock Holding History

Avantax Advisory Services’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
Q3 		– Sell
-8,817
Closed -$214K – 2162
2024
Q2 		$214K Buy
+8,817
New +$215K ﹤0.01% 1910

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AIM
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PS
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Avantax Advisory Services's HIGH Position: Q3 2024 in Review

Avantax Advisory Services sold out of Simplify Enhanced Income ETF (HIGH) in Q3 2024, closing a stake of 8,817 shares — an estimated $214K sold.

Avantax Advisory Services first reported a position in HIGH in Q2 2024 and held it in 1 quarter. The position peaked at $214K in Q2 2024. 86 funds tracked by Wall St. Rank hold HIGH as of Q3 2024.

  • Avantax Advisory Services reported no remaining Simplify Enhanced Income ETF position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 8,817 Simplify Enhanced Income ETF shares in Q3 2024, an estimated $214K.
  • Avantax Advisory Services first reported a position in Simplify Enhanced Income ETF in Q2 2024 and held it in 1 quarter.
  • Avantax Advisory Services's Simplify Enhanced Income ETF position peaked at $214K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.