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Beacon Capital Management LLC (Tennessee)’s Simplify Enhanced Income ETF HIGH Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-82,454
Closed -$1.84M – 172
2025
Q4 		$1.84M Sell
82,454
-453,057
-85% -$10.4M 0.29% 30
2025
Q3 		$12.4M Sell
535,511
-7,843
-1% -$184K 1.76% 14
2025
Q2 		$13.2M Buy
543,354
+70,707
+15% +$1.68M 1.78% 13
2025
Q1 		$10.4M Buy
472,647
+171,020
+57% +$3.9M 1.4% 15
2024
Q4 		$6.94M Buy
+301,627
New +$7.09M 0.9% 18

Other funds holding HIGH

PS
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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

Beacon Capital Management LLC (Tennessee)'s HIGH Position: Q1 2026 in Review

Beacon Capital Management LLC (Tennessee) sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2026, closing a stake of 82,454 shares — an estimated $1.84M sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HIGH in Q4 2024 and held it in 5 quarters. The position peaked at $13.2M in Q2 2025. 42 funds tracked by Wall St. Rank hold HIGH as of Q1 2026.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Simplify Enhanced Income ETF position as of Q1 2026 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 82,454 Simplify Enhanced Income ETF shares in Q1 2026, an estimated $1.84M.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Simplify Enhanced Income ETF in Q4 2024 and held it in 5 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Simplify Enhanced Income ETF position peaked at $13.2M in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2026, filed 11 May 2026.