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
Q2 		$256K Hold
11,850
– – 0.12% 120
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 $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Panoramic Investment Advisors's HIGH Position: Q2 2026 in Review

Panoramic Investment Advisors held its Simplify Enhanced Income ETF (HIGH) position steady in Q2 2026 at 11,850 shares worth $256K. The position accounts for 0.12% of the portfolio, ranked #120.

Panoramic Investment Advisors first reported a position in HIGH in Q3 2024 and has held it in 8 quarters since. The position peaked at $274K in Q2 2025. 40 funds tracked by Wall St. Rank hold HIGH as of Q2 2026.

  • Panoramic Investment Advisors held 11,850 shares of Simplify Enhanced Income ETF worth $256K as of Q2 2026.
  • Panoramic Investment Advisors left its Simplify Enhanced Income ETF share count unchanged in Q2 2026.
  • Simplify Enhanced Income ETF made up 0.12% of Panoramic Investment Advisors's portfolio in Q2 2026, its #120 holding.
  • Panoramic Investment Advisors first reported a position in Simplify Enhanced Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Panoramic Investment Advisors's Simplify Enhanced Income ETF position peaked at $274K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.