Envestnet Portfolio Solutions
HIGH icon

Envestnet Portfolio Solutions’s Simplify Enhanced Income ETF HIGH Stock Holding History

Envestnet Portfolio Solutions’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
-18,418
Closed -$424K – 1655
2024
Q4 		$424K Sell
18,418
-4,754
-21% -$112K ﹤0.01% 1319
2024
Q3 		$543K Buy
+23,172
New +$552K ﹤0.01% 1156

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

Envestnet Portfolio Solutions's HIGH Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 18,418 shares — an estimated $424K sold.

Envestnet Portfolio Solutions first reported a position in HIGH in Q3 2024 and held it in 2 quarters. The position peaked at $543K in Q3 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 18,418 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $424K.
  • Envestnet Portfolio Solutions first reported a position in Simplify Enhanced Income ETF in Q3 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Simplify Enhanced Income ETF position peaked at $543K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.