Carson Wealth (CWM LLC)’s Simplify Health Care ETF PINK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PINK Stock Details PINK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$353K	Sell	10,489 -513	-5%	-$18.3K	﹤0.01%	2279
2025 Q4	$403K	Buy	11,002 +669	+6%	+$23.4K	﹤0.01%	2055
2025 Q3	$328K	Buy	10,333 +39	+0.4%	+$1.18K	﹤0.01%	2055
2025 Q2	$309K	Sell	10,294 -4,405	-30%	-$127K	﹤0.01%	1847
2025 Q1	$431K	Sell	14,699 -2,042	-12%	-$61.3K	﹤0.01%	1512
2024 Q4	$497K	Buy	16,741 +3,127	+23%	+$98.5K	﹤0.01%	1385
2024 Q3	$447K	Buy	13,614 +1,585	+13%	+$51.1K	﹤0.01%	1364
2024 Q2	$378K	Buy	12,029 +9,028	+301%	+$270K	﹤0.01%	1296
2024 Q1	$93K	Buy	+3,001	New	+$88K	﹤0.01%	1921

Other funds holding PINK

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PINK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Simplify Health Care ETF (PINK) stake by 4.7% in Q1 2026, selling an estimated $18.3K and leaving 10,489 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

Carson Wealth (CWM LLC) first reported a position in PINK in Q1 2024 and has held it in 9 quarters since. The position peaked at $497K in Q4 2024. 61 funds tracked by Wall St. Rank hold PINK as of Q1 2026.

Carson Wealth (CWM LLC) held 10,489 shares of Simplify Health Care ETF worth $353K as of Q1 2026.
Carson Wealth (CWM LLC) sold 513 Simplify Health Care ETF shares in Q1 2026, an estimated $18.3K.
Simplify Health Care ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2279 holding.
Carson Wealth (CWM LLC) first reported a position in Simplify Health Care ETF in Q1 2024 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Simplify Health Care ETF position peaked at $497K in Q4 2024.
61 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.