Financial Management Professionals’s Simplify Piper Sandler US Small-Cap PLUS Income ETF LITL Stock Holding History

Financial Management Professionals’s Portfolio LITL Stock Details LITL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-50	Closed	-$1.48K	–	1037
2025 Q4	$1.48K	Buy	+50	New	+$1.45K	﹤0.01%	756

Other funds holding LITL

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Financial Management Professionals's LITL Position: Q1 2026 in Review

Financial Management Professionals sold out of Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL) in Q1 2026, closing a stake of 50 shares — an estimated $1.48K sold.

Financial Management Professionals first reported a position in LITL in Q4 2025 and held it in 1 quarter. The position peaked at $1.48K in Q4 2025. 4 funds tracked by Wall St. Rank hold LITL as of Q1 2026.

Financial Management Professionals reported no remaining Simplify Piper Sandler US Small-Cap PLUS Income ETF position as of Q1 2026 after selling out during the quarter.
Financial Management Professionals sold 50 Simplify Piper Sandler US Small-Cap PLUS Income ETF shares in Q1 2026, an estimated $1.48K.
Financial Management Professionals first reported a position in Simplify Piper Sandler US Small-Cap PLUS Income ETF in Q4 2025 and held it in 1 quarter.
Financial Management Professionals's Simplify Piper Sandler US Small-Cap PLUS Income ETF position peaked at $1.48K in Q4 2025.
4 funds tracked by Wall St. Rank held Simplify Piper Sandler US Small-Cap PLUS Income ETF as of Q1 2026.

Based on Financial Management Professionals's 13F filing for Q1 2026, filed 15 Apr 2026.