MWM
HIGH icon

Mosley Wealth Management’s Simplify Enhanced Income ETF HIGH Stock Holding History

Mosley Wealth Management’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 		$337K Buy
15,580
+7,550
+94% +$163K 0.11% 127
2026
Q1 		$185K Buy
+8,030
New +$176K 0.08% 152

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
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mosley Wealth Management's HIGH Position: Q2 2026 in Review

Mosley Wealth Management increased its Simplify Enhanced Income ETF (HIGH) stake by 94% in Q2 2026, buying an estimated $163K and bringing the position to 15,580 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #127.

Mosley Wealth Management first reported a position in HIGH in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold HIGH as of Q2 2026.

  • Mosley Wealth Management held 15,580 shares of Simplify Enhanced Income ETF worth $337K as of Q2 2026.
  • Mosley Wealth Management bought 7,550 Simplify Enhanced Income ETF shares in Q2 2026, an estimated $163K.
  • Simplify Enhanced Income ETF made up 0.11% of Mosley Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Mosley Wealth Management first reported a position in Simplify Enhanced Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.