IC
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IEQ Capital’s Simplify Enhanced Income ETF HIGH Stock Holding History

IEQ Capital’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
2026
Q1 		– Sell
-31,925
Closed -$712K – 1977
2025
Q4 		$712K Hold
31,925
– – ﹤0.01% 1175
2025
Q3 		$737K Buy
+31,925
New +$748K ﹤0.01% 1128

Other funds holding HIGH

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $144M AUM 11.74% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

IEQ Capital's HIGH Position: Q1 2026 in Review

IEQ Capital sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2026, closing a stake of 31,925 shares — an estimated $712K sold.

IEQ Capital first reported a position in HIGH in Q3 2025 and held it in 2 quarters. The position peaked at $737K in Q3 2025. 42 funds tracked by Wall St. Rank hold HIGH as of Q1 2026.

  • IEQ Capital reported no remaining Simplify Enhanced Income ETF position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 31,925 Simplify Enhanced Income ETF shares in Q1 2026, an estimated $712K.
  • IEQ Capital first reported a position in Simplify Enhanced Income ETF in Q3 2025 and held it in 2 quarters.
  • IEQ Capital's Simplify Enhanced Income ETF position peaked at $737K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.