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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
Q2 		$6.42M Sell
163,962
-1,515
-0.9% -$55K 0.37% 58
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Lee, Danner & Bass's PINK Position: Q2 2026 in Review

Lee, Danner & Bass reduced its Simplify Health Care ETF (PINK) stake by 0.92% in Q2 2026, selling an estimated $55K and leaving 163,962 shares worth $6.42M. The position accounts for 0.37% of the portfolio, ranked #58.

Lee, Danner & Bass first reported a position in PINK in Q3 2022 and has held it in 15 quarters since. 76 funds tracked by Wall St. Rank hold PINK as of Q2 2026.

  • Lee, Danner & Bass held 163,962 shares of Simplify Health Care ETF worth $6.42M as of Q2 2026.
  • Lee, Danner & Bass sold 1,515 Simplify Health Care ETF shares in Q2 2026, an estimated $55K.
  • Simplify Health Care ETF made up 0.37% of Lee, Danner & Bass's portfolio in Q2 2026, its #58 holding.
  • Lee, Danner & Bass first reported a position in Simplify Health Care ETF in Q3 2022 and has held it in 15 quarters since.
  • 76 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.