JCFM
PINK icon

JBR Co Financial Management’s Simplify Health Care ETF PINK Stock Holding History

JBR Co Financial Management’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
2024
Q4 		– Sell
-8,335
Closed -$274K – 102
2024
Q3 		$274K Buy
+8,335
New +$268K 0.18% 90

Other funds holding PINK

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

JBR Co Financial Management's PINK Position: Q4 2024 in Review

JBR Co Financial Management sold out of Simplify Health Care ETF (PINK) in Q4 2024, closing a stake of 8,335 shares — an estimated $274K sold.

JBR Co Financial Management first reported a position in PINK in Q3 2024 and held it in 1 quarter. The position peaked at $274K in Q3 2024. 50 funds tracked by Wall St. Rank hold PINK as of Q4 2024.

  • JBR Co Financial Management reported no remaining Simplify Health Care ETF position as of Q4 2024 after selling out during the quarter.
  • JBR Co Financial Management sold 8,335 Simplify Health Care ETF shares in Q4 2024, an estimated $274K.
  • JBR Co Financial Management first reported a position in Simplify Health Care ETF in Q3 2024 and held it in 1 quarter.
  • JBR Co Financial Management's Simplify Health Care ETF position peaked at $274K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q4 2024.

Based on JBR Co Financial Management's 13F filing for Q4 2024, filed 4 Feb 2025.