FFAS
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FIG Financial Advisory Services’s Simplify Enhanced Income ETF HIGH Stock Holding History

FIG Financial Advisory Services’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
Q3 		– Sell
-99,679
Closed -$2.42M – 72
2025
Q2 		$2.42M Buy
+99,679
New +$2.36M 1.61% 9

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WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

FIG Financial Advisory Services's HIGH Position: Q3 2025 in Review

FIG Financial Advisory Services sold out of Simplify Enhanced Income ETF (HIGH) in Q3 2025, closing a stake of 99,679 shares — an estimated $2.42M sold.

FIG Financial Advisory Services first reported a position in HIGH in Q2 2025 and held it in 1 quarter. The position peaked at $2.42M in Q2 2025. 52 funds tracked by Wall St. Rank hold HIGH as of Q3 2025.

  • FIG Financial Advisory Services reported no remaining Simplify Enhanced Income ETF position as of Q3 2025 after selling out during the quarter.
  • FIG Financial Advisory Services sold 99,679 Simplify Enhanced Income ETF shares in Q3 2025, an estimated $2.42M.
  • FIG Financial Advisory Services first reported a position in Simplify Enhanced Income ETF in Q2 2025 and held it in 1 quarter.
  • FIG Financial Advisory Services's Simplify Enhanced Income ETF position peaked at $2.42M in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2025.

Based on FIG Financial Advisory Services's 13F filing for Q3 2025, filed 10 Aug 2026.