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Mutual Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

Mutual 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
-10,251
Closed -$238K – 1120
2024
Q4 		$238K Sell
10,251
-542
-5% -$12.7K 0.01% 971
2024
Q3 		$254K Buy
10,793
+269
+3% +$6.4K 0.01% 969
2024
Q2 		$252K Buy
10,524
+555
+6% +$13.5K 0.01% 960
2024
Q1 		$243K Buy
+9,969
New +$244K 0.01% 958

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

Mutual Advisors's HIGH Position: Q1 2025 in Review

Mutual Advisors sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 10,251 shares — an estimated $238K sold.

Mutual Advisors first reported a position in HIGH in Q1 2024 and held it in 4 quarters. The position peaked at $254K in Q3 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • Mutual Advisors reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Mutual Advisors sold 10,251 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $238K.
  • Mutual Advisors first reported a position in Simplify Enhanced Income ETF in Q1 2024 and held it in 4 quarters.
  • Mutual Advisors's Simplify Enhanced Income ETF position peaked at $254K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on Mutual Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.