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HIGH icon

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 $18.5B AUM 19.51% 1-Year Est. Return
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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $517M AUM 17.96% 1-Year Est. Return