Gladstone Institutional Advisory’s Simplify Health Care ETF PINK Stock Holding History

Gladstone Institutional Advisory’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	$12.4M	Sell	315,941 -31,066	-9%	-$1.13M	0.39%	59
2026 Q1	$11.7M	Sell	347,007 -15,080	-4%	-$539K	0.43%	51
2025 Q4	$13.3M	Sell	362,087 -22,498	-6%	-$787K	0.5%	42
2025 Q3	$12.2M	Sell	384,585 -55,897	-13%	-$1.69M	0.47%	46
2025 Q2	$13.2M	Sell	440,482 -129,714	-23%	-$3.73M	0.55%	38
2025 Q1	$16.7M	Sell	570,196 -26,848	-4%	-$806K	0.78%	24
2024 Q4	$17.7M	Sell	597,044 -52,488	-8%	-$1.65M	0.82%	26
2024 Q3	$21.3M	Buy	649,532 +23,244	+4%	+$749K	1.04%	14
2024 Q2	$19.7M	Buy	626,288 +106,361	+20%	+$3.18M	1.02%	15
2024 Q1	$16.1M	Buy	519,927 +408,879	+368%	+$12M	0.88%	21
2023 Q4	$3.04M	Buy	111,048 +601	+0.5%	+$15.1K	0.17%	151
2023 Q3	$2.77M	Buy	110,447 +9,815	+10%	+$257K	0.18%	147
2023 Q2	$2.67M	Buy	+100,632	New	+$2.6M	0.16%	160

Other funds holding PINK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Gladstone Institutional Advisory's PINK Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Simplify Health Care ETF (PINK) stake by 9% in Q2 2026, selling an estimated $1.13M and leaving 315,941 shares worth $12.4M. The position accounts for 0.39% of the portfolio, ranked #59.

Gladstone Institutional Advisory first reported a position in PINK in Q2 2023 and has held it in 13 quarters since. The position peaked at $21.3M in Q3 2024. 76 funds tracked by Wall St. Rank hold PINK as of Q2 2026.

Gladstone Institutional Advisory held 315,941 shares of Simplify Health Care ETF worth $12.4M as of Q2 2026.
Gladstone Institutional Advisory sold 31,066 Simplify Health Care ETF shares in Q2 2026, an estimated $1.13M.
Simplify Health Care ETF made up 0.39% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #59 holding.
Gladstone Institutional Advisory first reported a position in Simplify Health Care ETF in Q2 2023 and has held it in 13 quarters since.
Gladstone Institutional Advisory's Simplify Health Care ETF position peaked at $21.3M in Q3 2024.
76 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.