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AXS Investments’s Simplify Health Care ETF PINK Stock Holding History

AXS Investments’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
2024
Q2 		– Sell
-7,730
Closed -$239K – 288
2024
Q1 		$239K Sell
7,730
-860
-10% -$25.2K 0.06% 258
2023
Q4 		$235K Sell
8,590
-955
-10% -$24K 0.06% 278
2023
Q3 		$240K Buy
+9,545
New +$250K 0.06% 253

Other funds holding PINK

DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

AXS Investments's PINK Position: Q2 2024 in Review

AXS Investments sold out of Simplify Health Care ETF (PINK) in Q2 2024, closing a stake of 7,730 shares — an estimated $239K sold.

AXS Investments first reported a position in PINK in Q3 2023 and held it in 3 quarters. The position peaked at $240K in Q3 2023. 44 funds tracked by Wall St. Rank hold PINK as of Q2 2024.

  • AXS Investments reported no remaining Simplify Health Care ETF position as of Q2 2024 after selling out during the quarter.
  • AXS Investments sold 7,730 Simplify Health Care ETF shares in Q2 2024, an estimated $239K.
  • AXS Investments first reported a position in Simplify Health Care ETF in Q3 2023 and held it in 3 quarters.
  • AXS Investments's Simplify Health Care ETF position peaked at $240K in Q3 2023.
  • 44 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.