DAS
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Diversify Advisory Services’s Simplify Health Care ETF PINK Stock Holding History

Diversify Advisory Services’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
2024
Q4 		– Sell
-299,920
Closed -$9.67M – 674
2024
Q3 		$9.67M Sell
299,920
-477,292
-61% -$15.4M 0.52% 34
2024
Q2 		$24.1M Buy
+777,212
New +$23.2M 1.32% 11

Other funds holding PINK

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Diversify Advisory Services's PINK Position: Q4 2024 in Review

Diversify Advisory Services sold out of Simplify Health Care ETF (PINK) in Q4 2024, closing a stake of 299,920 shares — an estimated $9.67M sold.

Diversify Advisory Services first reported a position in PINK in Q2 2024 and held it in 2 quarters. The position peaked at $24.1M in Q2 2024. 50 funds tracked by Wall St. Rank hold PINK as of Q4 2024.

  • Diversify Advisory Services reported no remaining Simplify Health Care ETF position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 299,920 Simplify Health Care ETF shares in Q4 2024, an estimated $9.67M.
  • Diversify Advisory Services first reported a position in Simplify Health Care ETF in Q2 2024 and held it in 2 quarters.
  • Diversify Advisory Services's Simplify Health Care ETF position peaked at $24.1M in Q2 2024.
  • 50 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.