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Outlook Wealth Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

Outlook Wealth 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
Q2 		– Sell
-8,286
Closed -$202K – 266
2024
Q1 		$202K Sell
8,286
-14,093
-63% -$346K 0.06% 253
2023
Q4 		$550K Buy
+22,379
New +$554K 0.19% 112

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
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Outlook Wealth Advisors's HIGH Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of Simplify Enhanced Income ETF (HIGH) in Q2 2024, closing a stake of 8,286 shares — an estimated $202K sold.

Outlook Wealth Advisors first reported a position in HIGH in Q4 2023 and held it in 2 quarters. The position peaked at $550K in Q4 2023. 83 funds tracked by Wall St. Rank hold HIGH as of Q2 2024.

  • Outlook Wealth Advisors reported no remaining Simplify Enhanced Income ETF position as of Q2 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 8,286 Simplify Enhanced Income ETF shares in Q2 2024, an estimated $202K.
  • Outlook Wealth Advisors first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 2 quarters.
  • Outlook Wealth Advisors's Simplify Enhanced Income ETF position peaked at $550K in Q4 2023.
  • 83 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.