CWM
HIGH icon

Cornerstone Wealth Management’s Simplify Enhanced Income ETF HIGH Stock Holding History

Cornerstone Wealth Management’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
2025
Q3 		– Sell
-8,429
Closed -$204K – 687
2025
Q2 		$204K Buy
+8,429
New +$200K 0.01% 615

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ECA
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PIS
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LPL Financial
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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
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HBS
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Cornerstone Wealth Management's HIGH Position: Q3 2025 in Review

Cornerstone Wealth Management sold out of Simplify Enhanced Income ETF (HIGH) in Q3 2025, closing a stake of 8,429 shares — an estimated $204K sold.

Cornerstone Wealth Management first reported a position in HIGH in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 52 funds tracked by Wall St. Rank hold HIGH as of Q3 2025.

  • Cornerstone Wealth Management reported no remaining Simplify Enhanced Income ETF position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Wealth Management sold 8,429 Simplify Enhanced Income ETF shares in Q3 2025, an estimated $204K.
  • Cornerstone Wealth Management first reported a position in Simplify Enhanced Income ETF in Q2 2025 and held it in 1 quarter.
  • Cornerstone Wealth Management's Simplify Enhanced Income ETF position peaked at $204K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2025.

Based on Cornerstone Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.