Lee, Danner & Bass’s Simplify Health Care ETF PINK Stock Holding History

Lee, Danner & Bass’s Portfolio PINK Stock Details PINK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.57M	Buy	165,477 +4,825	+3%	+$172K	0.35%	63
2025 Q4	$5.88M	Buy	160,652 +9,850	+7%	+$345K	0.42%	53
2025 Q3	$4.78M	Buy	150,802 +3,240	+2%	+$98K	0.35%	64
2025 Q2	$4.43M	Hold	147,562	–	–	0.34%	64
2025 Q1	$4.33M	Sell	147,562 -1,218	-0.8%	-$36.5K	0.35%	63
2024 Q4	$4.41M	Buy	148,780 +1,410	+1%	+$44.4K	0.35%	61
2024 Q3	$4.84M	Buy	147,370 +8,287	+6%	+$267K	0.34%	59
2024 Q2	$4.37M	Buy	+139,083	New	+$4.16M	0.34%	62
2023 Q4	$3.49M	Sell	127,693 -800	-0.6%	-$20.1K	0.3%	78
2023 Q3	$3.23M	Sell	128,493 -1,065	-0.8%	-$27.9K	0.29%	77
2023 Q2	$3.44M	Buy	129,558 +9,875	+8%	+$255K	0.3%	73
2023 Q1	$3M	Sell	119,683 -1,185	-1%	-$30K	0.28%	78
2022 Q4	$3.21M	Buy	120,868 +7,340	+6%	+$190K	0.3%	73
2022 Q3	$2.7M	Buy	+113,528	New	+$2.86M	0.29%	77

Other funds holding PINK

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

CWM

Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return

Lee, Danner & Bass's PINK Position: Q1 2026 in Review

Lee, Danner & Bass increased its Simplify Health Care ETF (PINK) stake by 3% in Q1 2026, buying an estimated $172K and bringing the position to 165,477 shares worth $5.57M. The position accounts for 0.35% of the portfolio, ranked #63.

Lee, Danner & Bass first reported a position in PINK in Q3 2022 and has held it in 14 quarters since. The position peaked at $5.88M in Q4 2025. 61 funds tracked by Wall St. Rank hold PINK as of Q1 2026.

Lee, Danner & Bass held 165,477 shares of Simplify Health Care ETF worth $5.57M as of Q1 2026.
Lee, Danner & Bass bought 4,825 Simplify Health Care ETF shares in Q1 2026, an estimated $172K.
Simplify Health Care ETF made up 0.35% of Lee, Danner & Bass's portfolio in Q1 2026, its #63 holding.
Lee, Danner & Bass first reported a position in Simplify Health Care ETF in Q3 2022 and has held it in 14 quarters since.
Lee, Danner & Bass's Simplify Health Care ETF position peaked at $5.88M in Q4 2025.
61 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2026.

Based on Lee, Danner & Bass's 13F filing for Q1 2026, filed 28 Apr 2026.