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Legacy Investment Solutions’s Simplify Enhanced Income ETF HIGH Stock Holding History

Legacy Investment Solutions’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
Q2 		$4.4M Buy
+181,762
New +$4.31M 2.29% 8
2024
Q4 		$4.13M Buy
178,325
+122,674
+220% +$2.88M 2.64% 10
2024
Q3 		$1.31M Buy
+55,651
New +$1.32M 0.76% 24

Other funds holding HIGH

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Legacy Investment Solutions's HIGH Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Simplify Enhanced Income ETF (HIGH) in Q2 2025: 181,762 shares worth $4.4M. The stake represents 2.29% of the portfolio and ranks #8 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in HIGH as recently as Q4 2024.

Legacy Investment Solutions first reported a position in HIGH in Q3 2024 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold HIGH as of Q2 2025.

  • Legacy Investment Solutions held 181,762 shares of Simplify Enhanced Income ETF worth $4.4M as of Q2 2025.
  • Simplify Enhanced Income ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Simplify Enhanced Income ETF made up 2.29% of Legacy Investment Solutions's portfolio in Q2 2025, its #8 holding.
  • Legacy Investment Solutions first reported a position in Simplify Enhanced Income ETF in Q3 2024 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.