KWM
HIGH icon

Kiker Wealth Management’s Simplify Enhanced Income ETF HIGH Stock Holding History

Kiker Wealth Management’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
Q2 		– Sell
-228
Closed -$5K – 705
2025
Q1 		$5K Buy
+228
New +$5.21K ﹤0.01% 448

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 $1.79B AUM 17.59% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
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
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kiker Wealth Management's HIGH Position: Q2 2025 in Review

Kiker Wealth Management sold out of Simplify Enhanced Income ETF (HIGH) in Q2 2025, closing a stake of 228 shares — an estimated $5K sold.

Kiker Wealth Management first reported a position in HIGH in Q1 2025 and held it in 1 quarter. The position peaked at $5K in Q1 2025. 56 funds tracked by Wall St. Rank hold HIGH as of Q2 2025.

  • Kiker Wealth Management reported no remaining Simplify Enhanced Income ETF position as of Q2 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 228 Simplify Enhanced Income ETF shares in Q2 2025, an estimated $5K.
  • Kiker Wealth Management first reported a position in Simplify Enhanced Income ETF in Q1 2025 and held it in 1 quarter.
  • Kiker Wealth Management's Simplify Enhanced Income ETF position peaked at $5K in Q1 2025.
  • 56 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2025.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.