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Prevail Innovative Wealth Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

Prevail Innovative Wealth 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
2025
Q4 		– Sell
-98,197
Closed -$2.27M – 209
2025
Q3 		$2.27M Sell
98,197
-15,757
-14% -$369K 0.44% 79
2025
Q2 		$2.76M Sell
113,954
-3,677
-3% -$87.2K 0.62% 53
2025
Q1 		$2.58M Buy
117,631
+64
+0.1% +$1.46K 0.69% 45
2024
Q4 		$2.71M Sell
117,567
-4,929
-4% -$116K 0.78% 51
2024
Q3 		$2.87M Buy
+122,496
New +$2.92M 0.88% 44

Other funds holding HIGH

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Prevail Innovative Wealth Advisors's HIGH Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Simplify Enhanced Income ETF (HIGH) in Q4 2025, closing a stake of 98,197 shares — an estimated $2.27M sold.

Prevail Innovative Wealth Advisors first reported a position in HIGH in Q3 2024 and held it in 5 quarters. The position peaked at $2.87M in Q3 2024. 51 funds tracked by Wall St. Rank hold HIGH as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Simplify Enhanced Income ETF position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 98,197 Simplify Enhanced Income ETF shares in Q4 2025, an estimated $2.27M.
  • Prevail Innovative Wealth Advisors first reported a position in Simplify Enhanced Income ETF in Q3 2024 and held it in 5 quarters.
  • Prevail Innovative Wealth Advisors's Simplify Enhanced Income ETF position peaked at $2.87M in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.