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Brookwood Investment Group’s Simplify Enhanced Income ETF HIGH Stock Holding History

Brookwood Investment 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
2025
Q2 		– Sell
-15,704
Closed -$345K – 484
2025
Q1 		$345K Buy
+15,704
New +$358K 0.06% 287

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Envestnet Asset Management
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PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
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Brookwood Investment Group's HIGH Position: Q2 2025 in Review

Brookwood Investment Group sold out of Simplify Enhanced Income ETF (HIGH) in Q2 2025, closing a stake of 15,704 shares — an estimated $345K sold.

Brookwood Investment Group first reported a position in HIGH in Q1 2025 and held it in 1 quarter. The position peaked at $345K in Q1 2025. 56 funds tracked by Wall St. Rank hold HIGH as of Q2 2025.

  • Brookwood Investment Group reported no remaining Simplify Enhanced Income ETF position as of Q2 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 15,704 Simplify Enhanced Income ETF shares in Q2 2025, an estimated $345K.
  • Brookwood Investment Group first reported a position in Simplify Enhanced Income ETF in Q1 2025 and held it in 1 quarter.
  • Brookwood Investment Group's Simplify Enhanced Income ETF position peaked at $345K in Q1 2025.
  • 56 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2025.

Based on Brookwood Investment Group's 13F filing for Q2 2025, filed 1 Aug 2025.