PIA
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Panoramic Investment Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

Panoramic Investment 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
2026
Q1 		$253K Buy
11,850
+1,500
+14% +$32.8K 0.14% 114
2025
Q4 		$231K Sell
10,350
-950
-8% -$21.7K 0.13% 115
2025
Q3 		$261K Hold
11,300
– – 0.15% 102
2025
Q2 		$274K Buy
11,300
+750
+7% +$17.8K 0.17% 96
2025
Q1 		$231K Hold
10,550
– – 0.16% 102
2024
Q4 		$243K Buy
10,550
+500
+5% +$11.7K 0.16% 100
2024
Q3 		$236K Buy
+10,050
New +$239K 0.16% 105

Other funds holding HIGH

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $144M AUM 11.74% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Panoramic Investment Advisors's HIGH Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Simplify Enhanced Income ETF (HIGH) stake by 14% in Q1 2026, buying an estimated $32.8K and bringing the position to 11,850 shares worth $253K. The position accounts for 0.14% of the portfolio, ranked #114.

Panoramic Investment Advisors first reported a position in HIGH in Q3 2024 and has held it in 7 quarters since. The position peaked at $274K in Q2 2025. 42 funds tracked by Wall St. Rank hold HIGH as of Q1 2026.

  • Panoramic Investment Advisors held 11,850 shares of Simplify Enhanced Income ETF worth $253K as of Q1 2026.
  • Panoramic Investment Advisors bought 1,500 Simplify Enhanced Income ETF shares in Q1 2026, an estimated $32.8K.
  • Simplify Enhanced Income ETF made up 0.14% of Panoramic Investment Advisors's portfolio in Q1 2026, its #114 holding.
  • Panoramic Investment Advisors first reported a position in Simplify Enhanced Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Panoramic Investment Advisors's Simplify Enhanced Income ETF position peaked at $274K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.