BCI
HIGH icon

Brinker Capital Investments’s Simplify Enhanced Income ETF HIGH Stock Holding History

Brinker Capital Investments’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
-138,997
Closed -$3.2M – 1916
2024
Q4 		$3.2M Sell
138,997
-203
-0.1% -$4.77K 0.03% 481
2024
Q3 		$3.26M Buy
139,200
+2,636
+2% +$62.7K 0.03% 464
2024
Q2 		$3.32M Buy
136,564
+10,389
+8% +$254K 0.04% 429
2024
Q1 		$3.08M Sell
126,175
-6,063
-5% -$149K 0.03% 463
2023
Q4 		$3.25M Buy
+132,238
New +$3.27M 0.04% 426

Other funds holding HIGH

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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 $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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Brinker Capital Investments's HIGH Position: Q1 2025 in Review

Brinker Capital Investments sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 138,997 shares — an estimated $3.2M sold.

Brinker Capital Investments first reported a position in HIGH in Q4 2023 and held it in 5 quarters. The position peaked at $3.32M in Q2 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • Brinker Capital Investments reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 138,997 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $3.2M.
  • Brinker Capital Investments first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 5 quarters.
  • Brinker Capital Investments's Simplify Enhanced Income ETF position peaked at $3.32M in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on Brinker Capital Investments's 13F filing for Q1 2025, filed 1 Aug 2025.