GWM
HIGH icon

GK Wealth Management’s Simplify Enhanced Income ETF HIGH Stock Holding History

GK Wealth Management’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
2025
Q1 		– Sell
-18,490
Closed -$426K – 155
2024
Q4 		$426K Buy
+18,490
New +$434K 0.54% 47

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BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

GK Wealth Management's HIGH Position: Q1 2025 in Review

GK Wealth Management sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 18,490 shares — an estimated $426K sold.

GK Wealth Management first reported a position in HIGH in Q4 2024 and held it in 1 quarter. The position peaked at $426K in Q4 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • GK Wealth Management reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • GK Wealth Management sold 18,490 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $426K.
  • GK Wealth Management first reported a position in Simplify Enhanced Income ETF in Q4 2024 and held it in 1 quarter.
  • GK Wealth Management's Simplify Enhanced Income ETF position peaked at $426K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on GK Wealth Management's 13F filing for Q1 2025, filed 28 May 2025.