LPL Financial
HIGH icon

LPL Financial’s Simplify Enhanced Income ETF HIGH Stock Holding History

LPL Financial’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 		$6.1M Sell
285,784
-10,059
-3% -$220K ﹤0.01% 2447
2025
Q4 		$6.6M Buy
295,843
+8,121
+3% +$186K ﹤0.01% 2297
2025
Q3 		$6.64M Buy
287,722
+34,595
+14% +$811K ﹤0.01% 2230
2025
Q2 		$6.13M Buy
253,127
+9,874
+4% +$234K ﹤0.01% 2149
2025
Q1 		$5.34M Sell
243,253
-117,112
-32% -$2.67M ﹤0.01% 2097
2024
Q4 		$8.3M Sell
360,365
-78,976
-18% -$1.86M ﹤0.01% 1678
2024
Q3 		$10.3M Sell
439,341
-21,193
-5% -$504K ﹤0.01% 1445
2024
Q2 		$11.2M Buy
460,534
+174,291
+61% +$4.25M 0.01% 1310
2024
Q1 		$6.98M Buy
286,243
+215,503
+305% +$5.29M ﹤0.01% 1559
2023
Q4 		$1.74M Buy
+70,740
New +$1.75M ﹤0.01% 2540

Other funds holding HIGH

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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 $144M AUM 11.74% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 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

LPL Financial's HIGH Position: Q1 2026 in Review

LPL Financial reduced its Simplify Enhanced Income ETF (HIGH) stake by 3.4% in Q1 2026, selling an estimated $220K and leaving 285,784 shares worth $6.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

LPL Financial first reported a position in HIGH in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.2M in Q2 2024. 42 funds tracked by Wall St. Rank hold HIGH as of Q1 2026.

  • LPL Financial held 285,784 shares of Simplify Enhanced Income ETF worth $6.1M as of Q1 2026.
  • LPL Financial sold 10,059 Simplify Enhanced Income ETF shares in Q1 2026, an estimated $220K.
  • Simplify Enhanced Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2447 holding.
  • LPL Financial first reported a position in Simplify Enhanced Income ETF in Q4 2023 and has held it in 10 quarters since.
  • LPL Financial's Simplify Enhanced Income ETF position peaked at $11.2M in Q2 2024.
  • 42 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.