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Marshall & Sterling Wealth Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q1 		– Sell
-65
Closed -$1.49K – 649
2024
Q4 		$1.49K Buy
+65
New +$1.53K ﹤0.01% 321

Other funds holding HIGH

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's HIGH Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 65 shares — an estimated $1.49K sold.

Marshall & Sterling Wealth Advisors first reported a position in HIGH in Q4 2024 and held it in 1 quarter. The position peaked at $1.49K in Q4 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 65 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $1.49K.
  • Marshall & Sterling Wealth Advisors first reported a position in Simplify Enhanced Income ETF in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Simplify Enhanced Income ETF position peaked at $1.49K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.