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Park Square Financial Group’s Simplify Enhanced Income ETF HIGH Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-12,332
Closed -$299K – 556
2025
Q2 		$299K Buy
12,332
+10,612
+617% +$252K 0.22% 75
2025
Q1 		$37.7K Buy
+1,720
New +$39.3K 0.03% 320

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WIM
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BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Park Square Financial Group's HIGH Position: Q3 2025 in Review

Park Square Financial Group sold out of Simplify Enhanced Income ETF (HIGH) in Q3 2025, closing a stake of 12,332 shares — an estimated $299K sold.

Park Square Financial Group first reported a position in HIGH in Q1 2025 and held it in 2 quarters. The position peaked at $299K in Q2 2025. 52 funds tracked by Wall St. Rank hold HIGH as of Q3 2025.

  • Park Square Financial Group reported no remaining Simplify Enhanced Income ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 12,332 Simplify Enhanced Income ETF shares in Q3 2025, an estimated $299K.
  • Park Square Financial Group first reported a position in Simplify Enhanced Income ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's Simplify Enhanced Income ETF position peaked at $299K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.