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CreativeOne Wealth’s Simplify Enhanced Income ETF HIGH Stock Holding History

CreativeOne Wealth’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
Q4 		– Sell
-23,967
Closed -$553K – 1218
2025
Q3 		$553K Buy
+23,967
New +$562K 0.01% 741
2025
Q2 		– Sell
-45,938
Closed -$1.01M – 1142
2025
Q1 		$1.01M Sell
45,938
-22,198
-33% -$507K 0.03% 478
2024
Q4 		$1.57M Sell
68,136
-10,158
-13% -$239K 0.05% 344
2024
Q3 		$1.84M Buy
78,294
+63,681
+436% +$1.52M 0.06% 289
2024
Q2 		$355K Sell
14,613
-45,881
-76% -$1.12M 0.02% 570
2024
Q1 		$1.48M Buy
60,494
+50,316
+494% +$1.23M 0.06% 288
2023
Q4 		$250K Buy
+10,178
New +$252K 0.02% 555

Other funds holding HIGH

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

CreativeOne Wealth's HIGH Position: Q4 2025 in Review

CreativeOne Wealth sold out of Simplify Enhanced Income ETF (HIGH) in Q4 2025, closing a stake of 23,967 shares — an estimated $553K sold.

CreativeOne Wealth first reported a position in HIGH in Q4 2023 and held it in 7 quarters. The position peaked at $1.84M in Q3 2024. 51 funds tracked by Wall St. Rank hold HIGH as of Q4 2025.

  • CreativeOne Wealth reported no remaining Simplify Enhanced Income ETF position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 23,967 Simplify Enhanced Income ETF shares in Q4 2025, an estimated $553K.
  • CreativeOne Wealth first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 7 quarters.
  • CreativeOne Wealth's Simplify Enhanced Income ETF position peaked at $1.84M in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.