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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
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

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

Mather Group's HIGH Position: Q2 2026 in Review

Mather Group reduced its Simplify Enhanced Income ETF (HIGH) stake by 64% in Q2 2026, selling an estimated $451K and leaving 11,886 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Mather Group first reported a position in HIGH in Q1 2024 and has held it in 5 quarters since. The position peaked at $700K in Q1 2026. 40 funds tracked by Wall St. Rank hold HIGH as of Q2 2026.

  • Mather Group held 11,886 shares of Simplify Enhanced Income ETF worth $257K as of Q2 2026.
  • Mather Group sold 20,900 Simplify Enhanced Income ETF shares in Q2 2026, an estimated $451K.
  • Simplify Enhanced Income ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #723 holding.
  • Mather Group first reported a position in Simplify Enhanced Income ETF in Q1 2024 and has held it in 5 quarters since.
  • Mather Group's Simplify Enhanced Income ETF position peaked at $700K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.