Integrated Wealth Concepts’s Simplify Health Care ETF PINK Stock Holding History

Integrated Wealth Concepts’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	$107K	Buy	+2,725	New	+$98.9K	﹤0.01%	2759

Other funds holding PINK

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 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

Integrated Wealth Concepts's PINK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Simplify Health Care ETF (PINK) in Q2 2026: 2,725 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #2759 among its holdings.

76 funds tracked by Wall St. Rank hold PINK as of Q2 2026.

Integrated Wealth Concepts held 2,725 shares of Simplify Health Care ETF worth $107K as of Q2 2026.
Simplify Health Care ETF was a new Integrated Wealth Concepts position in Q2 2026.
Simplify Health Care ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2759 holding.
76 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.