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Foundations Investment Advisors’s Simplify Health Care ETF PINK Stock Holding History

Foundations Investment 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 		– Sell
-64,313
Closed -$2.35M – 1226
2025
Q4 		$2.35M Buy
+64,313
New +$2.25M 0.03% 323

Other funds holding PINK

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIBC World Market
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

Foundations Investment Advisors's PINK Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Simplify Health Care ETF (PINK) in Q1 2026, closing a stake of 64,313 shares — an estimated $2.35M sold.

Foundations Investment Advisors first reported a position in PINK in Q4 2025 and held it in 1 quarter. The position peaked at $2.35M in Q4 2025. 61 funds tracked by Wall St. Rank hold PINK as of Q1 2026.

  • Foundations Investment Advisors reported no remaining Simplify Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 64,313 Simplify Health Care ETF shares in Q1 2026, an estimated $2.35M.
  • Foundations Investment Advisors first reported a position in Simplify Health Care ETF in Q4 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Simplify Health Care ETF position peaked at $2.35M in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.