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HIGH icon

CoreCap Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

CoreCap Advisors’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
-901
Closed -$21.9K – 2681
2024
Q2 		$21.9K Hold
901
– – ﹤0.01% 864
2024
Q1 		$22K Buy
+901
New +$22.1K ﹤0.01% 1438

Other funds holding HIGH

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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 $1.79B AUM 17.59% 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 $2.07B AUM 16.66% 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

CoreCap Advisors's HIGH Position: Q3 2024 in Review

CoreCap Advisors sold out of Simplify Enhanced Income ETF (HIGH) in Q3 2024, closing a stake of 901 shares — an estimated $21.9K sold.

CoreCap Advisors first reported a position in HIGH in Q1 2024 and held it in 2 quarters. The position peaked at $22K in Q1 2024. 86 funds tracked by Wall St. Rank hold HIGH as of Q3 2024.

  • CoreCap Advisors reported no remaining Simplify Enhanced Income ETF position as of Q3 2024 after selling out during the quarter.
  • CoreCap Advisors sold 901 Simplify Enhanced Income ETF shares in Q3 2024, an estimated $21.9K.
  • CoreCap Advisors first reported a position in Simplify Enhanced Income ETF in Q1 2024 and held it in 2 quarters.
  • CoreCap Advisors's Simplify Enhanced Income ETF position peaked at $22K in Q1 2024.
  • 86 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2024.

Based on CoreCap Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.