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
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

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $2.7B AUM 23.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIBC World Market
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

Independent Advisor Alliance's PINK Position: Q1 2026 in Review

Independent Advisor Alliance increased its Simplify Health Care ETF (PINK) stake by 358% in Q1 2026, buying an estimated $813K and bringing the position to 29,105 shares worth $980K. The position accounts for 0.01% of the portfolio, ranked #843.

Independent Advisor Alliance first reported a position in PINK in Q4 2025 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold PINK as of Q1 2026.

  • Independent Advisor Alliance held 29,105 shares of Simplify Health Care ETF worth $980K as of Q1 2026.
  • Independent Advisor Alliance bought 22,750 Simplify Health Care ETF shares in Q1 2026, an estimated $813K.
  • Simplify Health Care ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #843 holding.
  • Independent Advisor Alliance first reported a position in Simplify Health Care ETF in Q4 2025 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.