IAA
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Independent Advisor Alliance’s Simplify Health Care ETF PINK Stock Holding History

Independent Advisor Alliance’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
Q2 		$386K Sell
9,855
-19,250
-66% -$698K 0.01% 753
2026
Q1 		$980K Buy
29,105
+22,750
+358% +$813K 0.01% 843
2025
Q4 		$233K Buy
+6,355
New +$222K 0.01% 885

Other funds holding PINK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Independent Advisor Alliance's PINK Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Simplify Health Care ETF (PINK) stake by 66% in Q2 2026, selling an estimated $698K and leaving 9,855 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #753.

Independent Advisor Alliance first reported a position in PINK in Q4 2025 and has held it in 3 quarters since. The position peaked at $980K in Q1 2026. 76 funds tracked by Wall St. Rank hold PINK as of Q2 2026.

  • Independent Advisor Alliance held 9,855 shares of Simplify Health Care ETF worth $386K as of Q2 2026.
  • Independent Advisor Alliance sold 19,250 Simplify Health Care ETF shares in Q2 2026, an estimated $698K.
  • Simplify Health Care ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #753 holding.
  • Independent Advisor Alliance first reported a position in Simplify Health Care ETF in Q4 2025 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Simplify Health Care ETF position peaked at $980K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.