FFO
HIGH icon

Fortitude Family Office’s Simplify Enhanced Income ETF HIGH Stock Holding History

Fortitude Family Office’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
2024
Q3 		– Sell
-4,964
Closed -$121K – 1235
2024
Q2 		$121K Sell
4,964
-6,639
-57% -$162K 0.07% 103
2024
Q1 		$283K Buy
11,603
+6,697
+137% +$164K 0.19% 67
2023
Q4 		$120K Buy
+4,906
New +$121K 0.09% 98

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Fortitude Family Office's HIGH Position: Q3 2024 in Review

Fortitude Family Office sold out of Simplify Enhanced Income ETF (HIGH) in Q3 2024, closing a stake of 4,964 shares — an estimated $121K sold.

Fortitude Family Office first reported a position in HIGH in Q4 2023 and held it in 3 quarters. The position peaked at $283K in Q1 2024. 86 funds tracked by Wall St. Rank hold HIGH as of Q3 2024.

  • Fortitude Family Office reported no remaining Simplify Enhanced Income ETF position as of Q3 2024 after selling out during the quarter.
  • Fortitude Family Office sold 4,964 Simplify Enhanced Income ETF shares in Q3 2024, an estimated $121K.
  • Fortitude Family Office first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 3 quarters.
  • Fortitude Family Office's Simplify Enhanced Income ETF position peaked at $283K in Q1 2024.
  • 86 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2024.

Based on Fortitude Family Office's 13F filing for Q3 2024, filed 25 Oct 2024.