Mather Group
HIGH icon

Mather Group’s Simplify Enhanced Income ETF HIGH Stock Holding History

Mather Group’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
Q3 		$249K Sell
11,774
-112
-0.9% -$2.41K ﹤0.01% 730
2026
Q2 		$257K Sell
11,886
-20,900
-64% -$451K ﹤0.01% 723
2026
Q1 		$700K Buy
+32,786
New +$717K 0.01% 414
2024
Q4 		– Sell
-383
Closed -$8.98K – 1758
2024
Q3 		$8.98K Sell
383
-932
-71% -$22.2K ﹤0.01% 1194
2024
Q2 		$32.1K Hold
1,315
– – ﹤0.01% 1128
2024
Q1 		$32.3K Buy
+1,315
New +$32.3K ﹤0.01% 961

Other funds holding HIGH

WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group's HIGH Position: Q3 2026 in Review

Mather Group reduced its Simplify Enhanced Income ETF (HIGH) stake by 0.94% in Q3 2026, selling an estimated $2.41K and leaving 11,774 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Mather Group first reported a position in HIGH in Q1 2024 and has held it in 6 quarters since. The position peaked at $700K in Q1 2026. 7 funds tracked by Wall St. Rank hold HIGH as of Q3 2026.

  • Mather Group held 11,774 shares of Simplify Enhanced Income ETF worth $249K as of Q3 2026.
  • Mather Group sold 112 Simplify Enhanced Income ETF shares in Q3 2026, an estimated $2.41K.
  • Simplify Enhanced Income ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #730 holding.
  • Mather Group first reported a position in Simplify Enhanced Income ETF in Q1 2024 and has held it in 6 quarters since.
  • Mather Group's Simplify Enhanced Income ETF position peaked at $700K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.