Patriot Financial Group Insurance Agency’s Simplify Health Care ETF PINK Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio PINK Stock Details PINK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,588	Closed	-$270K	–	525
2024 Q2	$270K	Sell	8,588 -2,728	-24%	-$81.6K	0.04%	394
2024 Q1	$350K	Buy	11,316 +908	+9%	+$26.6K	0.06%	332
2023 Q4	$285K	Sell	10,408 -520	-5%	-$13.1K	0.05%	344
2023 Q3	$274K	Sell	10,928 -159	-1%	-$4.17K	0.06%	351
2023 Q2	$294K	Buy	+11,087	New	+$286K	0.06%	343

Other funds holding PINK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DAS

Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PINK Position: Q3 2024 in Review

Patriot Financial Group Insurance Agency sold out of Simplify Health Care ETF (PINK) in Q3 2024, closing a stake of 8,588 shares — an estimated $270K sold.

Patriot Financial Group Insurance Agency first reported a position in PINK in Q2 2023 and held it in 5 quarters. The position peaked at $350K in Q1 2024. 64 funds tracked by Wall St. Rank hold PINK as of Q3 2024.

Patriot Financial Group Insurance Agency reported no remaining Simplify Health Care ETF position as of Q3 2024 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 8,588 Simplify Health Care ETF shares in Q3 2024, an estimated $270K.
Patriot Financial Group Insurance Agency first reported a position in Simplify Health Care ETF in Q2 2023 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Simplify Health Care ETF position peaked at $350K in Q1 2024.
64 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q3 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2024, filed 24 Oct 2024.