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Peterson Financial Group’s Simplify Enhanced Income ETF HIGH Stock Holding History

Peterson Financial Group’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 		$26.6K Buy
+1,136
New +$27K 0.1% 133

Other funds holding HIGH

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Peterson Financial Group's HIGH Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Simplify Enhanced Income ETF (HIGH) in Q3 2024: 1,136 shares worth $26.6K. The stake represents 0.1% of the portfolio and ranks #133 among its holdings.

86 funds tracked by Wall St. Rank hold HIGH as of Q3 2024.

  • Peterson Financial Group held 1,136 shares of Simplify Enhanced Income ETF worth $26.6K as of Q3 2024.
  • Simplify Enhanced Income ETF was a new Peterson Financial Group position in Q3 2024.
  • Simplify Enhanced Income ETF made up 0.1% of Peterson Financial Group's portfolio in Q3 2024, its #133 holding.
  • 86 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.