CA
HIGH icon

Continuum Advisory’s Simplify Enhanced Income ETF HIGH Stock Holding History

Continuum Advisory’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
2024
Q3 		– Sell
-56,291
Closed -$1.37M – 1964
2024
Q2 		$1.37M Sell
56,291
-30
-0.1% -$732 0.2% 114
2024
Q1 		$1.37M Buy
56,321
+451
+0.8% +$11.1K 0.21% 115
2023
Q4 		$1.37M Buy
55,870
+16,890
+43% +$418K 0.2% 132
2023
Q3 		$970K Buy
+38,980
New +$975K 0.16% 167

Other funds holding HIGH

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Continuum Advisory's HIGH Position: Q3 2024 in Review

Continuum Advisory sold out of Simplify Enhanced Income ETF (HIGH) in Q3 2024, closing a stake of 56,291 shares — an estimated $1.37M sold.

Continuum Advisory first reported a position in HIGH in Q3 2023 and held it in 4 quarters. The position peaked at $1.37M in Q1 2024. 86 funds tracked by Wall St. Rank hold HIGH as of Q3 2024.

  • Continuum Advisory reported no remaining Simplify Enhanced Income ETF position as of Q3 2024 after selling out during the quarter.
  • Continuum Advisory sold 56,291 Simplify Enhanced Income ETF shares in Q3 2024, an estimated $1.37M.
  • Continuum Advisory first reported a position in Simplify Enhanced Income ETF in Q3 2023 and held it in 4 quarters.
  • Continuum Advisory's Simplify Enhanced Income ETF position peaked at $1.37M in Q1 2024.
  • 86 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2024.

Based on Continuum Advisory's 13F filing for Q3 2024, filed 15 Nov 2024.