Legacy Wealth Management (Idaho)’s Simplify Enhanced Income ETF HIGH Stock Holding History

Legacy Wealth Management (Idaho)’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
2026 Q2	$1.33M	Buy	61,667 +19,434	+46%	+$419K	0.55%	46
2026 Q1	$901K	Sell	42,233 -8,572	-17%	-$187K	0.45%	56
2025 Q4	$1.13M	Sell	50,805 -32,199	-39%	-$736K	0.54%	41
2025 Q3	$1.92M	Sell	83,004 -98,758	-54%	-$2.32M	0.87%	25
2025 Q2	$4.4M	Buy	181,762 +41,268	+29%	+$978K	2.29%	8
2025 Q1	$3.08M	Sell	140,494 -37,831	-21%	-$864K	2.18%	15
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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s HIGH Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Simplify Enhanced Income ETF (HIGH) stake by 46% in Q2 2026, buying an estimated $419K and bringing the position to 61,667 shares worth $1.33M. The position accounts for 0.55% of the portfolio, ranked #46.

Legacy Wealth Management (Idaho) first reported a position in HIGH in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.4M in Q2 2025. 40 funds tracked by Wall St. Rank hold HIGH as of Q2 2026.

Legacy Wealth Management (Idaho) held 61,667 shares of Simplify Enhanced Income ETF worth $1.33M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 19,434 Simplify Enhanced Income ETF shares in Q2 2026, an estimated $419K.
Simplify Enhanced Income ETF made up 0.55% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #46 holding.
Legacy Wealth Management (Idaho) first reported a position in Simplify Enhanced Income ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s Simplify Enhanced Income ETF position peaked at $4.4M in Q2 2025.
40 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.