IWM
HIGH icon

IHT Wealth Management’s Simplify Enhanced Income ETF HIGH Stock Holding History

IHT Wealth Management’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
Q2 		– Sell
-21,012
Closed -$461K – 1171
2025
Q1 		$461K Sell
21,012
-73
-0.3% -$1.67K 0.01% 701
2024
Q4 		$485K Buy
21,085
+423
+2% +$9.94K 0.02% 692
2024
Q3 		$484K Buy
20,662
+832
+4% +$19.8K 0.01% 736
2024
Q2 		$482K Buy
+19,830
New +$484K 0.02% 649

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 $1.79B AUM 17.59% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
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
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IHT Wealth Management's HIGH Position: Q2 2025 in Review

IHT Wealth Management sold out of Simplify Enhanced Income ETF (HIGH) in Q2 2025, closing a stake of 21,012 shares — an estimated $461K sold.

IHT Wealth Management first reported a position in HIGH in Q2 2024 and held it in 4 quarters. The position peaked at $485K in Q4 2024. 56 funds tracked by Wall St. Rank hold HIGH as of Q2 2025.

  • IHT Wealth Management reported no remaining Simplify Enhanced Income ETF position as of Q2 2025 after selling out during the quarter.
  • IHT Wealth Management sold 21,012 Simplify Enhanced Income ETF shares in Q2 2025, an estimated $461K.
  • IHT Wealth Management first reported a position in Simplify Enhanced Income ETF in Q2 2024 and held it in 4 quarters.
  • IHT Wealth Management's Simplify Enhanced Income ETF position peaked at $485K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.