NWM
HIGH icon

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

Napa 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
2025
Q3 		$1.75M Buy
75,937
+13,387
+21% +$314K 0.82% 32
2025
Q2 		$1.52M Sell
62,550
-8,332
-12% -$198K 0.73% 40
2025
Q1 		$1.56M Sell
70,882
-8,231
-10% -$188K 0.88% 33
2024
Q4 		$1.82M Sell
79,113
-10,020
-11% -$235K 0.79% 28
2024
Q3 		$2.09M Buy
+89,133
New +$2.12M 0.99% 24

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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Napa Wealth Management's HIGH Position: Q3 2025 in Review

Napa Wealth Management increased its Simplify Enhanced Income ETF (HIGH) stake by 21% in Q3 2025, buying an estimated $314K and bringing the position to 75,937 shares worth $1.75M. The position accounts for 0.82% of the portfolio, ranked #32.

Napa Wealth Management first reported a position in HIGH in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.09M in Q3 2024. 52 funds tracked by Wall St. Rank hold HIGH as of Q3 2025.

  • Napa Wealth Management held 75,937 shares of Simplify Enhanced Income ETF worth $1.75M as of Q3 2025.
  • Napa Wealth Management bought 13,387 Simplify Enhanced Income ETF shares in Q3 2025, an estimated $314K.
  • Simplify Enhanced Income ETF made up 0.82% of Napa Wealth Management's portfolio in Q3 2025, its #32 holding.
  • Napa Wealth Management first reported a position in Simplify Enhanced Income ETF in Q3 2024 and has held it in 5 quarters since.
  • Napa Wealth Management's Simplify Enhanced Income ETF position peaked at $2.09M in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.