Haven Private’s Simplify Health Care ETF PINK Stock Holding History

Haven Private’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	$1.65M	Buy	49,135 +95	+0.2%	+$3.39K	0.72%	35
2025 Q4	$1.79M	Buy	49,040 +5,740	+13%	+$201K	0.79%	32
2025 Q3	$1.37M	Buy	43,300 +2,005	+5%	+$60.6K	0.61%	38
2025 Q2	$1.24M	Buy	41,295 +2,118	+5%	+$60.9K	0.55%	41
2025 Q1	$1.15M	Buy	39,177 +10,878	+38%	+$326K	0.65%	38
2024 Q4	$839K	Buy	+28,299	New	+$891K	0.47%	52

Other funds holding PINK

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Haven Private's PINK Position: Q1 2026 in Review

Haven Private increased its Simplify Health Care ETF (PINK) stake by 0.19% in Q1 2026, buying an estimated $3.39K and bringing the position to 49,135 shares worth $1.65M. The position accounts for 0.72% of the portfolio, ranked #35.

Haven Private first reported a position in PINK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.79M in Q4 2025. 61 funds tracked by Wall St. Rank hold PINK as of Q1 2026.

Haven Private held 49,135 shares of Simplify Health Care ETF worth $1.65M as of Q1 2026.
Haven Private bought 95 Simplify Health Care ETF shares in Q1 2026, an estimated $3.39K.
Simplify Health Care ETF made up 0.72% of Haven Private's portfolio in Q1 2026, its #35 holding.
Haven Private first reported a position in Simplify Health Care ETF in Q4 2024 and has held it in 6 quarters since.
Haven Private's Simplify Health Care ETF position peaked at $1.79M in Q4 2025.
61 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2026.

Based on Haven Private's 13F filing for Q1 2026, filed 5 May 2026.