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New Century Financial Group’s Simplify Enhanced Income ETF HIGH Stock Holding History

New Century Financial 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
2025
Q1 		– Sell
-12,667
Closed -$294K – 206
2024
Q4 		$294K Sell
12,667
-1,068
-8% -$25.1K 0.12% 217
2024
Q3 		$322K Buy
+13,735
New +$327K 0.12% 213

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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

New Century Financial Group's HIGH Position: Q1 2025 in Review

New Century Financial Group sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 12,667 shares — an estimated $294K sold.

New Century Financial Group first reported a position in HIGH in Q3 2024 and held it in 2 quarters. The position peaked at $322K in Q3 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • New Century Financial Group reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 12,667 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $294K.
  • New Century Financial Group first reported a position in Simplify Enhanced Income ETF in Q3 2024 and held it in 2 quarters.
  • New Century Financial Group's Simplify Enhanced Income ETF position peaked at $322K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.