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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
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

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s HIGH Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Simplify Enhanced Income ETF (HIGH) stake by 17% in Q1 2026, selling an estimated $187K and leaving 42,233 shares worth $901K. The position accounts for 0.45% of the portfolio, ranked #56.

Legacy Wealth Management (Idaho) first reported a position in HIGH in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.4M in Q2 2025. 42 funds tracked by Wall St. Rank hold HIGH as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 42,233 shares of Simplify Enhanced Income ETF worth $901K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 8,572 Simplify Enhanced Income ETF shares in Q1 2026, an estimated $187K.
  • Simplify Enhanced Income ETF made up 0.45% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #56 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Simplify Enhanced Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Simplify Enhanced Income ETF position peaked at $4.4M in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.