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Financial Sense Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

Financial Sense Advisors’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
Q2 		– Sell
-10,750
Closed -$236K – 146
2025
Q1 		$236K Hold
10,750
– – 0.07% 105
2024
Q4 		$247K Hold
10,750
– – 0.08% 96
2024
Q3 		$252K Sell
10,750
-21,669
-67% -$516K 0.07% 106
2024
Q2 		$788K Buy
+32,419
New +$791K 0.24% 71

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
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
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Sense Advisors's HIGH Position: Q2 2025 in Review

Financial Sense Advisors sold out of Simplify Enhanced Income ETF (HIGH) in Q2 2025, closing a stake of 10,750 shares — an estimated $236K sold.

Financial Sense Advisors first reported a position in HIGH in Q2 2024 and held it in 4 quarters. The position peaked at $788K in Q2 2024. 56 funds tracked by Wall St. Rank hold HIGH as of Q2 2025.

  • Financial Sense Advisors reported no remaining Simplify Enhanced Income ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Sense Advisors sold 10,750 Simplify Enhanced Income ETF shares in Q2 2025, an estimated $236K.
  • Financial Sense Advisors first reported a position in Simplify Enhanced Income ETF in Q2 2024 and held it in 4 quarters.
  • Financial Sense Advisors's Simplify Enhanced Income ETF position peaked at $788K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2025.

Based on Financial Sense Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.