PHS
HIGH icon

Pekin Hardy Strauss’s Simplify Enhanced Income ETF HIGH Stock Holding History

Pekin Hardy Strauss’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
Q1 		– Sell
-9,625
Closed -$215K – 492
2025
Q4 		$215K Sell
9,625
-6,700
-41% -$153K 0.02% 410
2025
Q3 		$377K Sell
16,325
-1,915
-10% -$44.9K 0.04% 298
2025
Q2 		$442K Sell
18,240
-2,385
-12% -$56.5K 0.05% 258
2025
Q1 		$453K Sell
20,625
-8,155
-28% -$186K 0.05% 253
2024
Q4 		$663K Sell
28,780
-61,640
-68% -$1.45M 0.08% 218
2024
Q3 		$2.12M Buy
90,420
+7,763
+9% +$185K 0.27% 92
2024
Q2 		$2.01M Buy
82,657
+9,830
+13% +$240K 0.28% 87
2024
Q1 		$1.78M Buy
72,827
+18,375
+34% +$451K 0.24% 98
2023
Q4 		$1.34M Buy
54,452
+27,302
+101% +$676K 0.19% 120
2023
Q3 		$675K Buy
+27,150
New +$679K 0.11% 166

Other funds holding HIGH

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $144M AUM 11.74% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Pekin Hardy Strauss's HIGH Position: Q1 2026 in Review

Pekin Hardy Strauss sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2026, closing a stake of 9,625 shares — an estimated $215K sold.

Pekin Hardy Strauss first reported a position in HIGH in Q3 2023 and held it in 10 quarters. The position peaked at $2.12M in Q3 2024. 42 funds tracked by Wall St. Rank hold HIGH as of Q1 2026.

  • Pekin Hardy Strauss reported no remaining Simplify Enhanced Income ETF position as of Q1 2026 after selling out during the quarter.
  • Pekin Hardy Strauss sold 9,625 Simplify Enhanced Income ETF shares in Q1 2026, an estimated $215K.
  • Pekin Hardy Strauss first reported a position in Simplify Enhanced Income ETF in Q3 2023 and held it in 10 quarters.
  • Pekin Hardy Strauss's Simplify Enhanced Income ETF position peaked at $2.12M in Q3 2024.
  • 42 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.