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Guerra Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

Guerra 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
2025
Q3 		$319K Sell
13,813
-664
-5% -$15.6K 0.12% 77
2025
Q2 		$351K Buy
+14,477
New +$343K 0.17% 67

Other funds holding HIGH

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Guerra Advisors's HIGH Position: Q3 2025 in Review

Guerra Advisors reduced its Simplify Enhanced Income ETF (HIGH) stake by 4.6% in Q3 2025, selling an estimated $15.6K and leaving 13,813 shares worth $319K. The position accounts for 0.12% of the portfolio, ranked #77.

Guerra Advisors first reported a position in HIGH in Q2 2025 and has held it in 2 quarters since. The position peaked at $351K in Q2 2025. 52 funds tracked by Wall St. Rank hold HIGH as of Q3 2025.

  • Guerra Advisors held 13,813 shares of Simplify Enhanced Income ETF worth $319K as of Q3 2025.
  • Guerra Advisors sold 664 Simplify Enhanced Income ETF shares in Q3 2025, an estimated $15.6K.
  • Simplify Enhanced Income ETF made up 0.12% of Guerra Advisors's portfolio in Q3 2025, its #77 holding.
  • Guerra Advisors first reported a position in Simplify Enhanced Income ETF in Q2 2025 and has held it in 2 quarters since.
  • Guerra Advisors's Simplify Enhanced Income ETF position peaked at $351K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.