HCA
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Heck Capital Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

Heck Capital 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
2024
Q3 		– Sell
-701
Closed -$17K – 203
2024
Q2 		$17K Buy
701
+650
+1,275% +$15.9K ﹤0.01% 182
2024
Q1 		$1.24K Hold
51
– – ﹤0.01% 195
2023
Q4 		$1.25K Buy
+51
New +$1.26K ﹤0.01% 189

Other funds holding HIGH

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Heck Capital Advisors's HIGH Position: Q3 2024 in Review

Heck Capital Advisors sold out of Simplify Enhanced Income ETF (HIGH) in Q3 2024, closing a stake of 701 shares — an estimated $17K sold.

Heck Capital Advisors first reported a position in HIGH in Q4 2023 and held it in 3 quarters. The position peaked at $17K in Q2 2024. 86 funds tracked by Wall St. Rank hold HIGH as of Q3 2024.

  • Heck Capital Advisors reported no remaining Simplify Enhanced Income ETF position as of Q3 2024 after selling out during the quarter.
  • Heck Capital Advisors sold 701 Simplify Enhanced Income ETF shares in Q3 2024, an estimated $17K.
  • Heck Capital Advisors first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 3 quarters.
  • Heck Capital Advisors's Simplify Enhanced Income ETF position peaked at $17K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2024.

Based on Heck Capital Advisors's 13F filing for Q3 2024, filed 19 May 2025.