LAS
HIGH icon

Lloyd Advisory Services’s Simplify Enhanced Income ETF HIGH Stock Holding History

Lloyd Advisory Services’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 		$12 Buy
+1
New +$22 ﹤0.01% 627
2026
Q1 		– Sell
-10,460
Closed -$233K – 937
2025
Q4 		$233K Buy
+10,460
New +$239K 0.09% 101

Other funds holding HIGH

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
Osaic Holdings
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
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
TF
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

Lloyd Advisory Services's HIGH Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Simplify Enhanced Income ETF (HIGH) in Q2 2026: 1 share worth $12. The stake represents ﹤0.01% of the portfolio and ranks #627 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in HIGH as recently as Q4 2025.

Lloyd Advisory Services first reported a position in HIGH in Q4 2025 and has held it in 2 quarters since. The position peaked at $233K in Q4 2025. 40 funds tracked by Wall St. Rank hold HIGH as of Q2 2026.

  • Lloyd Advisory Services held 1 share of Simplify Enhanced Income ETF worth $12 as of Q2 2026.
  • Simplify Enhanced Income ETF was a new Lloyd Advisory Services position in Q2 2026.
  • Simplify Enhanced Income ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #627 holding.
  • Lloyd Advisory Services first reported a position in Simplify Enhanced Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Lloyd Advisory Services's Simplify Enhanced Income ETF position peaked at $233K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.