Estate Planners Group’s Simplify Health Care ETF PINK Stock Holding History

Estate Planners Group’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
2026 Q1	–	Sell	-1,667	Closed	-$61K	–	322
2025 Q4	$61K	Buy	+1,667	New	+$58.3K	0.03%	129

Other funds holding PINK

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Estate Planners Group's PINK Position: Q1 2026 in Review

Estate Planners Group sold out of Simplify Health Care ETF (PINK) in Q1 2026, closing a stake of 1,667 shares — an estimated $61K sold.

Estate Planners Group first reported a position in PINK in Q4 2025 and held it in 1 quarter. The position peaked at $61K in Q4 2025. 61 funds tracked by Wall St. Rank hold PINK as of Q1 2026.

Estate Planners Group reported no remaining Simplify Health Care ETF position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 1,667 Simplify Health Care ETF shares in Q1 2026, an estimated $61K.
Estate Planners Group first reported a position in Simplify Health Care ETF in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Simplify Health Care ETF position peaked at $61K in Q4 2025.
61 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.