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Orion Portfolio Solutions’s Simplify Enhanced Income ETF HIGH Stock Holding History

Orion Portfolio Solutions’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
-138,997
Closed -$3.2M – 1916
2024
Q4 		$3.2M Sell
138,997
-203
-0.1% -$4.77K 0.03% 481
2024
Q3 		$3.26M Buy
139,200
+2,636
+2% +$62.7K 0.03% 464
2024
Q2 		$3.32M Buy
136,564
+10,389
+8% +$254K 0.04% 429
2024
Q1 		$3.08M Sell
126,175
-6,063
-5% -$149K 0.03% 463
2023
Q4 		$3.25M Buy
+132,238
New +$3.27M 0.04% 426

Other funds holding HIGH

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Orion Portfolio Solutions's HIGH Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 138,997 shares — an estimated $3.2M sold.

Orion Portfolio Solutions first reported a position in HIGH in Q4 2023 and held it in 5 quarters. The position peaked at $3.32M in Q2 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 138,997 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $3.2M.
  • Orion Portfolio Solutions first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 5 quarters.
  • Orion Portfolio Solutions's Simplify Enhanced Income ETF position peaked at $3.32M in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.