AWM
HIGH icon

Axxcess Wealth Management’s Simplify Enhanced Income ETF HIGH Stock Holding History

Axxcess Wealth Management’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
-10,297
Closed -$237K – 889
2024
Q4 		$237K Buy
10,297
+175
+2% +$4.11K 0.01% 750
2024
Q3 		$237K Sell
10,122
-439
-4% -$10.4K 0.01% 777
2024
Q2 		$257K Sell
10,561
-79
-0.7% -$1.93K 0.01% 702
2024
Q1 		$260K Sell
10,640
-314
-3% -$7.7K 0.01% 714
2023
Q4 		$269K Buy
+10,954
New +$271K 0.01% 677

Other funds holding HIGH

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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

Axxcess Wealth Management's HIGH Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 10,297 shares — an estimated $237K sold.

Axxcess Wealth Management first reported a position in HIGH in Q4 2023 and held it in 5 quarters. The position peaked at $269K in Q4 2023. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,297 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $237K.
  • Axxcess Wealth Management first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 5 quarters.
  • Axxcess Wealth Management's Simplify Enhanced Income ETF position peaked at $269K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.