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Orion Portfolio Solutions’s Simplify Health Care ETF PINK Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$292K Sell
9,962
-1,597
-14% -$47.9K ﹤0.01% 1641
2024
Q4 		$343K Sell
11,559
-1,026
-8% -$32.3K ﹤0.01% 1494
2024
Q3 		$413K Buy
+12,585
New +$405K ﹤0.01% 1402
2023
Q1 		– Sell
-8,113
Closed -$216K – 1596
2022
Q4 		$216K Buy
+8,113
New +$210K 0.01% 757

Other funds holding PINK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its Simplify Health Care ETF (PINK) stake by 14% in Q1 2025, selling an estimated $47.9K and leaving 9,962 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Orion Portfolio Solutions first reported a position in PINK in Q4 2022 and has held it in 4 quarters since. The position peaked at $413K in Q3 2024. 49 funds tracked by Wall St. Rank hold PINK as of Q1 2025.

  • Orion Portfolio Solutions held 9,962 shares of Simplify Health Care ETF worth $292K as of Q1 2025.
  • Orion Portfolio Solutions sold 1,597 Simplify Health Care ETF shares in Q1 2025, an estimated $47.9K.
  • Simplify Health Care ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1641 holding.
  • Orion Portfolio Solutions first reported a position in Simplify Health Care ETF in Q4 2022 and has held it in 4 quarters since.
  • Orion Portfolio Solutions's Simplify Health Care ETF position peaked at $413K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2025.

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