NewEdge Advisors’s Simplify Health Care ETF PINK Stock Holding History

NewEdge Advisors’s Portfolio PINK Stock Details PINK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-15,483	Closed	-$508K	–	3994
2024 Q3	$508K	Buy	+15,483	New	+$499K	﹤0.01%	1474
2023 Q1	–	Sell	-18,135	Closed	-$482K	–	3948
2022 Q4	$482K	Buy	18,135 +6,104	+51%	+$158K	0.01%	800
2022 Q3	$286K	Buy	+12,031	New	+$303K	﹤0.01%	1230
2022 Q2	–	Sell	-53,131	Closed	-$1.44M	–	1603
2022 Q1	$1.44M	Buy	53,131 +20,616	+63%	+$533K	0.02%	524
2021 Q4	$909K	Buy	+32,515	New	+$856K	0.01%	778

Other funds holding PINK

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

CWM

Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

NewEdge Advisors's PINK Position: Q4 2024 in Review

NewEdge Advisors sold out of Simplify Health Care ETF (PINK) in Q4 2024, closing a stake of 15,483 shares — an estimated $508K sold.

NewEdge Advisors first reported a position in PINK in Q4 2021 and held it in 5 quarters. The position peaked at $1.44M in Q1 2022. 50 funds tracked by Wall St. Rank hold PINK as of Q4 2024.

NewEdge Advisors reported no remaining Simplify Health Care ETF position as of Q4 2024 after selling out during the quarter.
NewEdge Advisors sold 15,483 Simplify Health Care ETF shares in Q4 2024, an estimated $508K.
NewEdge Advisors first reported a position in Simplify Health Care ETF in Q4 2021 and held it in 5 quarters.
NewEdge Advisors's Simplify Health Care ETF position peaked at $1.44M in Q1 2022.
50 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.