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JT Stratford LLC’s Simplify Enhanced Income ETF HIGH Stock Holding History

JT Stratford LLC’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
2025
Q1 		– Sell
-203,174
Closed -$4.68M – 303
2024
Q4 		$4.68M Sell
203,174
-2,528
-1% -$59.4K 0.77% 26
2024
Q3 		$4.82M Buy
205,702
+6,294
+3% +$150K 0.82% 23
2024
Q2 		$4.85M Buy
199,408
+23,272
+13% +$568K 0.9% 22
2024
Q1 		$4.3M Buy
+176,136
New +$4.32M 0.86% 23

Other funds holding HIGH

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

JT Stratford LLC's HIGH Position: Q1 2025 in Review

JT Stratford LLC sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 203,174 shares — an estimated $4.68M sold.

JT Stratford LLC first reported a position in HIGH in Q1 2024 and held it in 4 quarters. The position peaked at $4.85M in Q2 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • JT Stratford LLC reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • JT Stratford LLC sold 203,174 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $4.68M.
  • JT Stratford LLC first reported a position in Simplify Enhanced Income ETF in Q1 2024 and held it in 4 quarters.
  • JT Stratford LLC's Simplify Enhanced Income ETF position peaked at $4.85M in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on JT Stratford LLC's 13F filing for Q1 2025, filed 14 May 2025.