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
Q2 		– Sell
-10,082
Closed -$215K – 3302
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 $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Kestra Advisory Services's HIGH Position: Q2 2026 in Review

Kestra Advisory Services sold out of Simplify Enhanced Income ETF (HIGH) in Q2 2026, closing a stake of 10,082 shares — an estimated $215K sold.

Kestra Advisory Services first reported a position in HIGH in Q4 2023 and held it in 10 quarters. The position peaked at $823K in Q4 2024. 40 funds tracked by Wall St. Rank hold HIGH as of Q2 2026.

  • Kestra Advisory Services reported no remaining Simplify Enhanced Income ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 10,082 Simplify Enhanced Income ETF shares in Q2 2026, an estimated $215K.
  • Kestra Advisory Services first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 10 quarters.
  • Kestra Advisory Services's Simplify Enhanced Income ETF position peaked at $823K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.