Bank of New York Mellon
HIGH icon

Bank of New York Mellon’s Simplify Enhanced Income ETF HIGH Stock Holding History

Bank of New York Mellon’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
-10,870
Closed -$250K – 4137
2024
Q4 		$250K Buy
10,870
+233
+2% +$5.47K ﹤0.01% 3866
2024
Q3 		$249K Sell
10,637
-792
-7% -$18.9K ﹤0.01% 3844
2024
Q2 		$278K Sell
11,429
-646
-5% -$15.8K ﹤0.01% 3842
2024
Q1 		$295K Sell
12,075
-2,657
-18% -$65.2K ﹤0.01% 3783
2023
Q4 		$362K Buy
+14,732
New +$365K ﹤0.01% 3725

Other funds holding HIGH

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Bank of New York Mellon's HIGH Position: Q1 2025 in Review

Bank of New York Mellon sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 10,870 shares — an estimated $250K sold.

Bank of New York Mellon first reported a position in HIGH in Q4 2023 and held it in 5 quarters. The position peaked at $362K in Q4 2023. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • Bank of New York Mellon reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 10,870 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $250K.
  • Bank of New York Mellon first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 5 quarters.
  • Bank of New York Mellon's Simplify Enhanced Income ETF position peaked at $362K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on Bank of New York Mellon's 13F filing for Q1 2025, filed 29 Apr 2025.