Envestnet Asset Management
HIGH icon

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

Envestnet 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
2026
Q1 		$5.71M Sell
267,617
-20,845
-7% -$456K ﹤0.01% 2227
2025
Q4 		$6.44M Buy
288,462
+46,405
+19% +$1.06M ﹤0.01% 2003
2025
Q3 		$5.59M Buy
242,057
+22,996
+10% +$539K ﹤0.01% 2163
2025
Q2 		$5.31M Buy
219,061
+5,215
+2% +$124K ﹤0.01% 2162
2025
Q1 		$4.69M Sell
213,846
-300,443
-58% -$6.86M ﹤0.01% 2174
2024
Q4 		$11.8M Sell
514,289
-27,602
-5% -$648K ﹤0.01% 1523
2024
Q3 		$12.7M Buy
541,891
+68,677
+15% +$1.63M ﹤0.01% 1466
2024
Q2 		$11.5M Buy
473,214
+16,464
+4% +$402K ﹤0.01% 1465
2024
Q1 		$11.1M Buy
456,750
+92,905
+26% +$2.28M ﹤0.01% 1461
2023
Q4 		$8.94M Buy
+363,845
New +$9M ﹤0.01% 1520
2023
Q3 		– Sell
-10,723
Closed -$268K – 4080
2023
Q2 		$268K Buy
+10,723
New +$269K ﹤0.01% 3544

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PS
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AFG
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Osaic Holdings
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WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $517M AUM 17.96% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $144M AUM 11.74% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return