Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

Cambridge Investment Research Advisors’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
-10,621
Closed -$244K – 3560
2024
Q4 		$244K Sell
10,621
-3,868
-27% -$90.9K ﹤0.01% 3013
2024
Q3 		$340K Sell
14,489
-2,362
-14% -$56.2K ﹤0.01% 2735
2024
Q2 		$409K Sell
16,851
-4,175
-20% -$102K ﹤0.01% 2455
2024
Q1 		$513K Buy
21,026
+3,179
+18% +$78K ﹤0.01% 2256
2023
Q4 		$438K Buy
+17,847
New +$442K ﹤0.01% 2298

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

Cambridge Investment Research Advisors's HIGH Position: Q1 2025 in Review

Cambridge Investment Research Advisors sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 10,621 shares — an estimated $244K sold.

Cambridge Investment Research Advisors first reported a position in HIGH in Q4 2023 and held it in 5 quarters. The position peaked at $513K in Q1 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • Cambridge Investment Research Advisors reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,621 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $244K.
  • Cambridge Investment Research Advisors first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 5 quarters.
  • Cambridge Investment Research Advisors's Simplify Enhanced Income ETF position peaked at $513K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.