Fortis Group Advisors’s Simplify Health Care ETF PINK Stock Holding History

Fortis Group Advisors’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	$305K	Sell	8,730 -83	-0.9%	-$2.96K	0.05%	230
2025 Q4	$317K	Buy	+8,813	New	+$308K	0.05%	233
2025 Q3	–	Sell	-54,269	Closed	-$1.58M	–	557
2025 Q2	$1.58M	Sell	54,269 -149,946	-73%	-$4.31M	0.29%	84
2025 Q1	$5.99M	Sell	204,215 -10,723	-5%	-$322K	1.16%	23
2024 Q4	$6.38M	Sell	214,938 -6,882	-3%	-$217K	1.19%	25
2024 Q3	$7.28M	Buy	221,820 +140,061	+171%	+$4.51M	1.35%	26
2024 Q2	$2.57M	Buy	81,759 +6,428	+9%	+$192K	0.51%	51
2024 Q1	$2.33M	Buy	+75,331	New	+$2.21M	0.43%	54
2023 Q3	–	Sell	-43,814	Closed	-$1.16M	–	465
2023 Q2	$1.16M	Buy	+43,814	New	+$1.13M	0.31%	50

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

Fortis Group Advisors's PINK Position: Q1 2026 in Review

Fortis Group Advisors reduced its Simplify Health Care ETF (PINK) stake by 0.94% in Q1 2026, selling an estimated $2.96K and leaving 8,730 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #230.

Fortis Group Advisors first reported a position in PINK in Q2 2023 and has held it in 9 quarters since. The position peaked at $7.28M in Q3 2024. 61 funds tracked by Wall St. Rank hold PINK as of Q1 2026.

Fortis Group Advisors held 8,730 shares of Simplify Health Care ETF worth $305K as of Q1 2026.
Fortis Group Advisors sold 83 Simplify Health Care ETF shares in Q1 2026, an estimated $2.96K.
Simplify Health Care ETF made up 0.05% of Fortis Group Advisors's portfolio in Q1 2026, its #230 holding.
Fortis Group Advisors first reported a position in Simplify Health Care ETF in Q2 2023 and has held it in 9 quarters since.
Fortis Group Advisors's Simplify Health Care ETF position peaked at $7.28M in Q3 2024.
61 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.