CWM
PINK icon

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
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

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $59.6B 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 $56.9B 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