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

NewEdge 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
2024
Q3 		– Sell
-320
Closed -$7.78K – 3868
2024
Q2 		$7.78K Sell
320
-400
-56% -$9.77K ﹤0.01% 2943
2024
Q1 		$17.6K Sell
720
-17,210
-96% -$422K ﹤0.01% 2670
2023
Q4 		$440K Buy
+17,930
New +$444K ﹤0.01% 1348

Other funds holding HIGH

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

NewEdge Advisors's HIGH Position: Q3 2024 in Review

NewEdge Advisors sold out of Simplify Enhanced Income ETF (HIGH) in Q3 2024, closing a stake of 320 shares — an estimated $7.78K sold.

NewEdge Advisors first reported a position in HIGH in Q4 2023 and held it in 3 quarters. The position peaked at $440K in Q4 2023. 86 funds tracked by Wall St. Rank hold HIGH as of Q3 2024.

  • NewEdge Advisors reported no remaining Simplify Enhanced Income ETF position as of Q3 2024 after selling out during the quarter.
  • NewEdge Advisors sold 320 Simplify Enhanced Income ETF shares in Q3 2024, an estimated $7.78K.
  • NewEdge Advisors first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 3 quarters.
  • NewEdge Advisors's Simplify Enhanced Income ETF position peaked at $440K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.