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Narus Financial Partners’s Simplify Enhanced Income ETF HIGH Stock Holding History

Narus Financial Partners’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
2024
Q4 		– Sell
-41,807
Closed -$980K – 153
2024
Q3 		$980K Sell
41,807
-21,429
-34% -$510K 0.35% 54
2024
Q2 		$1.54M Buy
63,236
+12,881
+26% +$314K 0.62% 36
2024
Q1 		$1.23M Buy
50,355
+1,520
+3% +$37.3K 0.52% 40
2023
Q4 		$1.2M Buy
+48,835
New +$1.21M 0.58% 36

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WIM
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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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

Narus Financial Partners's HIGH Position: Q4 2024 in Review

Narus Financial Partners sold out of Simplify Enhanced Income ETF (HIGH) in Q4 2024, closing a stake of 41,807 shares — an estimated $980K sold.

Narus Financial Partners first reported a position in HIGH in Q4 2023 and held it in 4 quarters. The position peaked at $1.54M in Q2 2024. 90 funds tracked by Wall St. Rank hold HIGH as of Q4 2024.

  • Narus Financial Partners reported no remaining Simplify Enhanced Income ETF position as of Q4 2024 after selling out during the quarter.
  • Narus Financial Partners sold 41,807 Simplify Enhanced Income ETF shares in Q4 2024, an estimated $980K.
  • Narus Financial Partners first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 4 quarters.
  • Narus Financial Partners's Simplify Enhanced Income ETF position peaked at $1.54M in Q2 2024.
  • 90 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q4 2024.

Based on Narus Financial Partners's 13F filing for Q4 2024, filed 23 Jan 2025.