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Foundations Investment Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

Foundations Investment 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
2026
Q2 		– Sell
-10,228
Closed -$218K – 1252
2026
Q1 		$218K Sell
10,228
-2,093
-17% -$45.8K ﹤0.01% 1074
2025
Q4 		$275K Buy
12,321
+3,342
+37% +$76.4K ﹤0.01% 924
2025
Q3 		$207K Buy
+8,979
New +$210K ﹤0.01% 989

Other funds holding HIGH

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Foundations Investment Advisors's HIGH Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Simplify Enhanced Income ETF (HIGH) in Q2 2026, closing a stake of 10,228 shares — an estimated $218K sold.

Foundations Investment Advisors first reported a position in HIGH in Q3 2025 and held it in 3 quarters. The position peaked at $275K in Q4 2025. 40 funds tracked by Wall St. Rank hold HIGH as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Simplify Enhanced Income ETF position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 10,228 Simplify Enhanced Income ETF shares in Q2 2026, an estimated $218K.
  • Foundations Investment Advisors first reported a position in Simplify Enhanced Income ETF in Q3 2025 and held it in 3 quarters.
  • Foundations Investment Advisors's Simplify Enhanced Income ETF position peaked at $275K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.