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Peak Financial Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

Peak Financial 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
2024
Q3 		– Sell
-256,871
Closed -$6.24M – 84
2024
Q2 		$6.24M Buy
256,871
+50,118
+24% +$1.22M 3.58% 6
2024
Q1 		$5.04M Sell
206,753
-250,341
-55% -$6.14M 3.07% 9
2023
Q4 		$11.2M Sell
457,094
-29,553
-6% -$731K 7.5% 1
2023
Q3 		$12.1M Buy
486,647
+198,974
+69% +$4.98M 13.09% 1
2023
Q2 		$7.2M Buy
+287,673
New +$7.21M 5.65% 2

Other funds holding HIGH

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Peak Financial Advisors's HIGH Position: Q3 2024 in Review

Peak Financial Advisors sold out of Simplify Enhanced Income ETF (HIGH) in Q3 2024, closing a stake of 256,871 shares — an estimated $6.24M sold.

Peak Financial Advisors first reported a position in HIGH in Q2 2023 and held it in 5 quarters. The position peaked at $12.1M in Q3 2023. 86 funds tracked by Wall St. Rank hold HIGH as of Q3 2024.

  • Peak Financial Advisors reported no remaining Simplify Enhanced Income ETF position as of Q3 2024 after selling out during the quarter.
  • Peak Financial Advisors sold 256,871 Simplify Enhanced Income ETF shares in Q3 2024, an estimated $6.24M.
  • Peak Financial Advisors first reported a position in Simplify Enhanced Income ETF in Q2 2023 and held it in 5 quarters.
  • Peak Financial Advisors's Simplify Enhanced Income ETF position peaked at $12.1M in Q3 2023.
  • 86 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2024.

Based on Peak Financial Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.