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Blackston Financial Advisory Group’s Simplify Enhanced Income ETF HIGH Stock Holding History

Blackston Financial Advisory Group’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
-30,170
Closed -$673K – 109
2025
Q4 		$673K Sell
30,170
-9,035
-23% -$207K 0.41% 38
2025
Q3 		$905K Buy
39,205
+12,658
+48% +$297K 0.54% 27
2025
Q2 		$643K Buy
+26,547
New +$629K 0.4% 40

Other funds holding HIGH

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $144M AUM 11.74% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Blackston Financial Advisory Group's HIGH Position: Q1 2026 in Review

Blackston Financial Advisory Group sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2026, closing a stake of 30,170 shares — an estimated $673K sold.

Blackston Financial Advisory Group first reported a position in HIGH in Q2 2025 and held it in 3 quarters. The position peaked at $905K in Q3 2025. 42 funds tracked by Wall St. Rank hold HIGH as of Q1 2026.

  • Blackston Financial Advisory Group reported no remaining Simplify Enhanced Income ETF position as of Q1 2026 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 30,170 Simplify Enhanced Income ETF shares in Q1 2026, an estimated $673K.
  • Blackston Financial Advisory Group first reported a position in Simplify Enhanced Income ETF in Q2 2025 and held it in 3 quarters.
  • Blackston Financial Advisory Group's Simplify Enhanced Income ETF position peaked at $905K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.