PWA
PINK icon

Primoris Wealth Advisors’s Simplify Health Care ETF PINK Stock Holding History

Primoris Wealth Advisors’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
2026
Q2 		$744K Buy
+19,000
New +$689K 0.34% 59
2026
Q1 		– Sell
-86,075
Closed -$3.15M – 113
2025
Q4 		$3.15M Buy
86,075
+65,300
+314% +$2.28M 1.88% 19
2025
Q3 		$659K Buy
+20,775
New +$628K 0.42% 51

Other funds holding PINK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
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 $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Primoris Wealth Advisors's PINK Position: Q2 2026 in Review

Primoris Wealth Advisors opened a new position in Simplify Health Care ETF (PINK) in Q2 2026: 19,000 shares worth $744K. The stake represents 0.34% of the portfolio and ranks #59 among its holdings. This is a return to the name: Primoris Wealth Advisors previously reported a position in PINK as recently as Q4 2025.

Primoris Wealth Advisors first reported a position in PINK in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.15M in Q4 2025. 76 funds tracked by Wall St. Rank hold PINK as of Q2 2026.

  • Primoris Wealth Advisors held 19,000 shares of Simplify Health Care ETF worth $744K as of Q2 2026.
  • Simplify Health Care ETF was a new Primoris Wealth Advisors position in Q2 2026.
  • Simplify Health Care ETF made up 0.34% of Primoris Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Primoris Wealth Advisors first reported a position in Simplify Health Care ETF in Q3 2025 and has held it in 3 quarters since.
  • Primoris Wealth Advisors's Simplify Health Care ETF position peaked at $3.15M in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.