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Independent Financial Group’s Simplify Enhanced Income ETF HIGH Stock Holding History

Independent Financial Group’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
Q4 		– Sell
-8,698
Closed -$204K – 1196
2024
Q3 		$204K Sell
8,698
-4,993
-36% -$119K 0.01% 1067
2024
Q2 		$333K Sell
13,691
-11,144
-45% -$272K 0.01% 779
2024
Q1 		$606K Buy
24,835
+2,710
+12% +$66.5K 0.03% 520
2023
Q4 		$543K Buy
+22,125
New +$548K 0.03% 528

Other funds holding HIGH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

Independent Financial Group's HIGH Position: Q4 2024 in Review

Independent Financial Group sold out of Simplify Enhanced Income ETF (HIGH) in Q4 2024, closing a stake of 8,698 shares — an estimated $204K sold.

Independent Financial Group first reported a position in HIGH in Q4 2023 and held it in 4 quarters. The position peaked at $606K in Q1 2024. 90 funds tracked by Wall St. Rank hold HIGH as of Q4 2024.

  • Independent Financial Group reported no remaining Simplify Enhanced Income ETF position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 8,698 Simplify Enhanced Income ETF shares in Q4 2024, an estimated $204K.
  • Independent Financial Group first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 4 quarters.
  • Independent Financial Group's Simplify Enhanced Income ETF position peaked at $606K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.