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B.O.S.S. Retirement Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

B.O.S.S. Retirement Advisors’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
2026
Q1 		– Sell
-66,624
Closed -$1.49M – 184
2025
Q4 		$1.49M Buy
66,624
+17,125
+35% +$391K 0.47% 47
2025
Q3 		$1.14M Buy
49,499
+13,386
+37% +$314K 0.27% 71
2025
Q2 		$875K Buy
36,113
+22,465
+165% +$533K 0.22% 95
2025
Q1 		$299K Buy
13,648
+2,372
+21% +$54.1K 0.09% 136
2024
Q4 		$260K Buy
+11,276
New +$265K 0.07% 153

Other funds holding HIGH

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

B.O.S.S. Retirement Advisors's HIGH Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2026, closing a stake of 66,624 shares — an estimated $1.49M sold.

B.O.S.S. Retirement Advisors first reported a position in HIGH in Q4 2024 and held it in 5 quarters. The position peaked at $1.49M in Q4 2025. 42 funds tracked by Wall St. Rank hold HIGH as of Q1 2026.

  • B.O.S.S. Retirement Advisors reported no remaining Simplify Enhanced Income ETF position as of Q1 2026 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 66,624 Simplify Enhanced Income ETF shares in Q1 2026, an estimated $1.49M.
  • B.O.S.S. Retirement Advisors first reported a position in Simplify Enhanced Income ETF in Q4 2024 and held it in 5 quarters.
  • B.O.S.S. Retirement Advisors's Simplify Enhanced Income ETF position peaked at $1.49M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.