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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
11,300
+750
+7% +$18.2K 0.17% 96
2025
Q1
$231K Hold
10,550
0.16% 102
2024
Q4
$243K Buy
10,550
+500
+5% +$11.5K 0.16% 100
2024
Q3
$236K Buy
+10,050
New +$236K 0.16% 105