BPI
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BFC Planning, Inc.’s Simplify Health Care ETF PINK Stock Holding History

BFC Planning, Inc.’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
Q2 		$7.51K Hold
192
– – ﹤0.01% 2506
2026
Q1 		$6.45K Buy
192
+103
+116% +$3.68K ﹤0.01% 2215
2025
Q4 		$3.27K Hold
89
– – ﹤0.01% 2485
2025
Q3 		$2.83K Buy
+89
New +$2.69K ﹤0.01% 2377

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gladstone Institutional Advisory
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

BFC Planning, Inc.'s PINK Position: Q2 2026 in Review

BFC Planning, Inc. held its Simplify Health Care ETF (PINK) position steady in Q2 2026 at 192 shares worth $7.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2506.

BFC Planning, Inc. first reported a position in PINK in Q3 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold PINK as of Q2 2026.

  • BFC Planning, Inc. held 192 shares of Simplify Health Care ETF worth $7.51K as of Q2 2026.
  • BFC Planning, Inc. left its Simplify Health Care ETF share count unchanged in Q2 2026.
  • Simplify Health Care ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2506 holding.
  • BFC Planning, Inc. first reported a position in Simplify Health Care ETF in Q3 2025 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.