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Pekin Hardy Strauss’s Simplify Health Care ETF PINK Stock Holding History

Pekin Hardy Strauss’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
2025
Q1 		– Sell
-8,660
Closed -$257K – 383
2024
Q4 		$257K Hold
8,660
– – 0.03% 310
2024
Q3 		$284K Buy
8,660
+630
+8% +$20.3K 0.04% 292
2024
Q2 		$252K Buy
+8,030
New +$240K 0.03% 281

Other funds holding PINK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Pekin Hardy Strauss's PINK Position: Q1 2025 in Review

Pekin Hardy Strauss sold out of Simplify Health Care ETF (PINK) in Q1 2025, closing a stake of 8,660 shares — an estimated $257K sold.

Pekin Hardy Strauss first reported a position in PINK in Q2 2024 and held it in 3 quarters. The position peaked at $284K in Q3 2024. 49 funds tracked by Wall St. Rank hold PINK as of Q1 2025.

  • Pekin Hardy Strauss reported no remaining Simplify Health Care ETF position as of Q1 2025 after selling out during the quarter.
  • Pekin Hardy Strauss sold 8,660 Simplify Health Care ETF shares in Q1 2025, an estimated $257K.
  • Pekin Hardy Strauss first reported a position in Simplify Health Care ETF in Q2 2024 and held it in 3 quarters.
  • Pekin Hardy Strauss's Simplify Health Care ETF position peaked at $284K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2025.

Based on Pekin Hardy Strauss's 13F filing for Q1 2025, filed 30 Apr 2025.