AAS
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Avantax Advisory Services’s Simplify Health Care ETF PINK Stock Holding History

Avantax Advisory Services’s Portfolio PINK Stock Details PINK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$258K Buy
8,599
+250
+3% +$7.19K ﹤0.01% 2029
2025
Q1 		$245K Sell
8,349
-3,822
-31% -$115K ﹤0.01% 1971
2024
Q4 		$361K Sell
12,171
-471
-4% -$14.8K ﹤0.01% 1660
2024
Q3 		$415K Sell
12,642
-2,690
-18% -$86.7K ﹤0.01% 1543
2024
Q2 		$481K Sell
15,332
-1,700
-10% -$50.8K ﹤0.01% 1387
2024
Q1 		$527K Buy
+17,032
New +$499K ﹤0.01% 1008

Other funds holding PINK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Avantax Advisory Services's PINK Position: Q2 2025 in Review

Avantax Advisory Services increased its Simplify Health Care ETF (PINK) stake by 3% in Q2 2025, buying an estimated $7.19K and bringing the position to 8,599 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Avantax Advisory Services first reported a position in PINK in Q1 2024 and has held it in 6 quarters since. The position peaked at $527K in Q1 2024. 41 funds tracked by Wall St. Rank hold PINK as of Q2 2025.

  • Avantax Advisory Services held 8,599 shares of Simplify Health Care ETF worth $258K as of Q2 2025.
  • Avantax Advisory Services bought 250 Simplify Health Care ETF shares in Q2 2025, an estimated $7.19K.
  • Simplify Health Care ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2029 holding.
  • Avantax Advisory Services first reported a position in Simplify Health Care ETF in Q1 2024 and has held it in 6 quarters since.
  • Avantax Advisory Services's Simplify Health Care ETF position peaked at $527K in Q1 2024.
  • 41 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.