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

BlackDiamond 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
Q4 		– Sell
-8,788
Closed -$203K – 202
2025
Q3 		$203K Buy
8,788
+36
+0.4% +$844 0.11% 170
2025
Q2 		$211K Sell
8,752
-418
-5% -$9.91K 0.12% 156
2025
Q1 		$217K Sell
9,170
-131,853
-93% -$3.01M 0.15% 142
2024
Q4 		$3.25M Sell
141,023
-12,667
-8% -$298K 1.88% 9
2024
Q3 		$3.62M Buy
153,690
+25,240
+20% +$601K 2.19% 8
2024
Q2 		$3.05M Buy
128,450
+6,323
+5% +$154K 2.01% 10
2024
Q1 		$2.98M Buy
122,127
+10,306
+9% +$253K 2.12% 7
2023
Q4 		$2.74M Buy
111,821
+43,036
+63% +$1.07M 2.01% 10
2023
Q3 		$1.71M Buy
+68,785
New +$1.72M 1.54% 20

Other funds holding HIGH

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

BlackDiamond Wealth Management's HIGH Position: Q4 2025 in Review

BlackDiamond Wealth Management sold out of Simplify Enhanced Income ETF (HIGH) in Q4 2025, closing a stake of 8,788 shares — an estimated $203K sold.

BlackDiamond Wealth Management first reported a position in HIGH in Q3 2023 and held it in 9 quarters. The position peaked at $3.62M in Q3 2024. 51 funds tracked by Wall St. Rank hold HIGH as of Q4 2025.

  • BlackDiamond Wealth Management reported no remaining Simplify Enhanced Income ETF position as of Q4 2025 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 8,788 Simplify Enhanced Income ETF shares in Q4 2025, an estimated $203K.
  • BlackDiamond Wealth Management first reported a position in Simplify Enhanced Income ETF in Q3 2023 and held it in 9 quarters.
  • BlackDiamond Wealth Management's Simplify Enhanced Income ETF position peaked at $3.62M in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q4 2025.

Based on BlackDiamond Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.