Level Four Advisory Services’s Simplify Health Care ETF PINK Stock Holding History

Level Four Advisory Services’s Portfolio PINK Stock Details PINK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$785K	Sell	23,318 -3,043	-12%	-$109K	0.03%	471
2025 Q4	$965K	Buy	+26,361	New	+$922K	0.03%	415

Other funds holding PINK

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Level Four Advisory Services's PINK Position: Q1 2026 in Review

Level Four Advisory Services reduced its Simplify Health Care ETF (PINK) stake by 12% in Q1 2026, selling an estimated $109K and leaving 23,318 shares worth $785K. The position accounts for 0.03% of the portfolio, ranked #471.

Level Four Advisory Services first reported a position in PINK in Q4 2025 and has held it in 2 quarters since. The position peaked at $965K in Q4 2025. 61 funds tracked by Wall St. Rank hold PINK as of Q1 2026.

Level Four Advisory Services held 23,318 shares of Simplify Health Care ETF worth $785K as of Q1 2026.
Level Four Advisory Services sold 3,043 Simplify Health Care ETF shares in Q1 2026, an estimated $109K.
Simplify Health Care ETF made up 0.03% of Level Four Advisory Services's portfolio in Q1 2026, its #471 holding.
Level Four Advisory Services first reported a position in Simplify Health Care ETF in Q4 2025 and has held it in 2 quarters since.
Level Four Advisory Services's Simplify Health Care ETF position peaked at $965K in Q4 2025.
61 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.