CHWM
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Cauble & Harre Wealth Management’s Simplify Health Care ETF PINK Stock Holding History

Cauble & Harre Wealth Management’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 		– Sell
-8,313
Closed -$304K – 78
2025
Q4 		$304K Buy
+8,313
New +$291K 0.26% 58

Other funds holding PINK

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Cauble & Harre Wealth Management's PINK Position: Q1 2026 in Review

Cauble & Harre Wealth Management sold out of Simplify Health Care ETF (PINK) in Q1 2026, closing a stake of 8,313 shares — an estimated $304K sold.

Cauble & Harre Wealth Management first reported a position in PINK in Q4 2025 and held it in 1 quarter. The position peaked at $304K in Q4 2025. 61 funds tracked by Wall St. Rank hold PINK as of Q1 2026.

  • Cauble & Harre Wealth Management reported no remaining Simplify Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • Cauble & Harre Wealth Management sold 8,313 Simplify Health Care ETF shares in Q1 2026, an estimated $304K.
  • Cauble & Harre Wealth Management first reported a position in Simplify Health Care ETF in Q4 2025 and held it in 1 quarter.
  • Cauble & Harre Wealth Management's Simplify Health Care ETF position peaked at $304K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.