Copia Wealth Management’s Simplify Health Care ETF PINK Stock Holding History

Copia 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 Q2	$3.53M	Buy	90,199 +1,331	+1%	+$48.3K	2.12%	11
2026 Q1	$2.99M	Sell	88,868 -4,083	-4%	-$146K	2.06%	11
2025 Q4	$3.4M	Buy	92,951 +7,178	+8%	+$251K	2.43%	13
2025 Q3	$2.72M	Buy	85,773 +2,101	+3%	+$63.5K	2.02%	14
2025 Q2	$2.51M	Buy	83,672 +543	+0.7%	+$15.6K	2.12%	13
2025 Q1	$2.44M	Buy	83,129 +3,588	+5%	+$108K	2.25%	13
2024 Q4	$2.36M	Buy	+79,541	New	+$2.5M	2.25%	14

Other funds holding PINK

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Copia Wealth Management's PINK Position: Q2 2026 in Review

Copia Wealth Management increased its Simplify Health Care ETF (PINK) stake by 1.5% in Q2 2026, buying an estimated $48.3K and bringing the position to 90,199 shares worth $3.53M. The position accounts for 2.12% of the portfolio, ranked #11.

Copia Wealth Management first reported a position in PINK in Q4 2024 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold PINK as of Q2 2026.

Copia Wealth Management held 90,199 shares of Simplify Health Care ETF worth $3.53M as of Q2 2026.
Copia Wealth Management bought 1,331 Simplify Health Care ETF shares in Q2 2026, an estimated $48.3K.
Simplify Health Care ETF made up 2.12% of Copia Wealth Management's portfolio in Q2 2026, its #11 holding.
Copia Wealth Management first reported a position in Simplify Health Care ETF in Q4 2024 and has held it in 7 quarters since.
76 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.