LCGC
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Legacy Capital Group California’s Simplify Enhanced Income ETF HIGH Stock Holding History

Legacy Capital Group California’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
Q1 		– Sell
-94,626
Closed -$2.18M – 329
2024
Q4 		$2.18M Buy
94,626
+3,642
+4% +$85.5K 0.66% 19
2024
Q3 		$2.13M Buy
90,984
+3,406
+4% +$81.1K 0.71% 21
2024
Q2 		$2.13M Sell
87,578
-2,110
-2% -$51.5K 0.77% 19
2024
Q1 		$2.19M Sell
89,688
-1,106
-1% -$27.1K 0.81% 15
2023
Q4 		$2.23M Buy
+90,794
New +$2.25M 0.86% 16

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Legacy Capital Group California's HIGH Position: Q1 2025 in Review

Legacy Capital Group California sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 94,626 shares — an estimated $2.18M sold.

Legacy Capital Group California first reported a position in HIGH in Q4 2023 and held it in 5 quarters. The position peaked at $2.23M in Q4 2023. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • Legacy Capital Group California reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 94,626 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $2.18M.
  • Legacy Capital Group California first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 5 quarters.
  • Legacy Capital Group California's Simplify Enhanced Income ETF position peaked at $2.23M in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.