KAS
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Kestra Advisory Services’s Simplify Enhanced Income ETF HIGH Stock Holding History

Kestra Advisory Services’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
2026
Q1 		$215K Sell
10,082
-1,970
-16% -$43.1K ﹤0.01% 2894
2025
Q4 		$269K Buy
12,052
+19
+0.2% +$434 ﹤0.01% 2629
2025
Q3 		$278K Sell
12,033
-1,019
-8% -$23.9K ﹤0.01% 2510
2025
Q2 		$316K Sell
13,052
-1,594
-11% -$37.8K ﹤0.01% 2307
2025
Q1 		$321K Sell
14,646
-21,125
-59% -$482K ﹤0.01% 2126
2024
Q4 		$823K Buy
35,771
+20,626
+136% +$484K ﹤0.01% 1527
2024
Q3 		$355K Sell
15,145
-4,418
-23% -$105K ﹤0.01% 1995
2024
Q2 		$475K Sell
19,563
-1,603
-8% -$39.1K ﹤0.01% 1804
2024
Q1 		$516K Buy
21,166
+5,129
+32% +$126K ﹤0.01% 1646
2023
Q4 		$394K Buy
+16,037
New +$397K ﹤0.01% 1669

Other funds holding HIGH

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Kestra Advisory Services's HIGH Position: Q1 2026 in Review

Kestra Advisory Services reduced its Simplify Enhanced Income ETF (HIGH) stake by 16% in Q1 2026, selling an estimated $43.1K and leaving 10,082 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2894.

Kestra Advisory Services first reported a position in HIGH in Q4 2023 and has held it in 10 quarters since. The position peaked at $823K in Q4 2024. 42 funds tracked by Wall St. Rank hold HIGH as of Q1 2026.

  • Kestra Advisory Services held 10,082 shares of Simplify Enhanced Income ETF worth $215K as of Q1 2026.
  • Kestra Advisory Services sold 1,970 Simplify Enhanced Income ETF shares in Q1 2026, an estimated $43.1K.
  • Simplify Enhanced Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2894 holding.
  • Kestra Advisory Services first reported a position in Simplify Enhanced Income ETF in Q4 2023 and has held it in 10 quarters since.
  • Kestra Advisory Services's Simplify Enhanced Income ETF position peaked at $823K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.