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Legacy Capital Wealth Partners’s Simplify Enhanced Income ETF HIGH Stock Holding History

Legacy Capital Wealth Partners’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
2024
Q4 		– Sell
-18,688
Closed -$438K – 366
2024
Q3 		$438K Buy
18,688
+1,040
+6% +$24.8K 0.09% 218
2024
Q2 		$429K Buy
+17,648
New +$431K 0.11% 180
2024
Q1 		– Sell
-18,190
Closed -$447K – 210
2023
Q4 		$447K Buy
+18,190
New +$450K 0.13% 160

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WIM
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AIM
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BCMLT
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JSL
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Legacy Capital Wealth Partners's HIGH Position: Q4 2024 in Review

Legacy Capital Wealth Partners sold out of Simplify Enhanced Income ETF (HIGH) in Q4 2024, closing a stake of 18,688 shares — an estimated $438K sold.

Legacy Capital Wealth Partners first reported a position in HIGH in Q4 2023 and held it in 3 quarters. The position peaked at $447K in Q4 2023. 90 funds tracked by Wall St. Rank hold HIGH as of Q4 2024.

  • Legacy Capital Wealth Partners reported no remaining Simplify Enhanced Income ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 18,688 Simplify Enhanced Income ETF shares in Q4 2024, an estimated $438K.
  • Legacy Capital Wealth Partners first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 3 quarters.
  • Legacy Capital Wealth Partners's Simplify Enhanced Income ETF position peaked at $447K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q4 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.