LFG
HIGH icon

Larson Financial Group’s Simplify Enhanced Income ETF HIGH Stock Holding History

Larson Financial Group’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 		$51.2K Buy
2,397
+36
+2% +$787 ﹤0.01% 1343
2025
Q4 		$52.7K Buy
2,361
+44
+2% +$1.01K ﹤0.01% 1202
2025
Q3 		$53.5K Buy
2,317
+46
+2% +$1.08K ﹤0.01% 1131
2025
Q2 		$55K Buy
2,271
+48
+2% +$1.14K ﹤0.01% 1037
2025
Q1 		$48.8K Buy
+2,223
New +$50.7K ﹤0.01% 1034

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 $144M AUM 11.74% 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

Larson Financial Group's HIGH Position: Q1 2026 in Review

Larson Financial Group increased its Simplify Enhanced Income ETF (HIGH) stake by 1.5% in Q1 2026, buying an estimated $787 and bringing the position to 2,397 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Larson Financial Group first reported a position in HIGH in Q1 2025 and has held it in 5 quarters since. The position peaked at $55K in Q2 2025. 42 funds tracked by Wall St. Rank hold HIGH as of Q1 2026.

  • Larson Financial Group held 2,397 shares of Simplify Enhanced Income ETF worth $51.2K as of Q1 2026.
  • Larson Financial Group bought 36 Simplify Enhanced Income ETF shares in Q1 2026, an estimated $787.
  • Simplify Enhanced Income ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1343 holding.
  • Larson Financial Group first reported a position in Simplify Enhanced Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Simplify Enhanced Income ETF position peaked at $55K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.