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CPA Asset Management’s Simplify Enhanced Income ETF HIGH Stock Holding History

CPA Asset 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
Q1 		– Sell
-12,979
Closed -$299K – 87
2024
Q4 		$299K Buy
12,979
+95
+0.7% +$2.23K 0.14% 66
2024
Q3 		$302K Sell
12,884
-6,443
-33% -$153K 0.15% 65
2024
Q2 		$470K Buy
19,327
+6,646
+52% +$162K 0.25% 53
2024
Q1 		$309K Buy
+12,681
New +$311K 0.17% 63

Other funds holding HIGH

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

CPA Asset Management's HIGH Position: Q1 2025 in Review

CPA Asset Management sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 12,979 shares — an estimated $299K sold.

CPA Asset Management first reported a position in HIGH in Q1 2024 and held it in 4 quarters. The position peaked at $470K in Q2 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • CPA Asset Management reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • CPA Asset Management sold 12,979 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $299K.
  • CPA Asset Management first reported a position in Simplify Enhanced Income ETF in Q1 2024 and held it in 4 quarters.
  • CPA Asset Management's Simplify Enhanced Income ETF position peaked at $470K in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on CPA Asset Management's 13F filing for Q1 2025, filed 21 Apr 2025.