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HIGH icon

&Partners’s Simplify Enhanced Income ETF HIGH Stock Holding History

&Partners’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
Q1 		– Sell
-12,235
Closed -$284K – 1783
2024
Q4 		$284K Buy
+12,235
New +$287K ﹤0.01% 1365

Other funds holding HIGH

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

&Partners's HIGH Position: Q1 2025 in Review

&Partners sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 12,235 shares — an estimated $284K sold.

&Partners first reported a position in HIGH in Q4 2024 and held it in 1 quarter. The position peaked at $284K in Q4 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • &Partners reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • &Partners sold 12,235 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $284K.
  • &Partners first reported a position in Simplify Enhanced Income ETF in Q4 2024 and held it in 1 quarter.
  • &Partners's Simplify Enhanced Income ETF position peaked at $284K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on &Partners's 13F filing for Q1 2025, filed 15 May 2025.