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 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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Primoris Wealth Advisors's PINK Position: Q1 2026 in Review

Primoris Wealth Advisors sold out of Simplify Health Care ETF (PINK) in Q1 2026, closing a stake of 86,075 shares — an estimated $3.15M sold.

Primoris Wealth Advisors first reported a position in PINK in Q3 2025 and held it in 2 quarters. The position peaked at $3.15M in Q4 2025. 61 funds tracked by Wall St. Rank hold PINK as of Q1 2026.

Primoris Wealth Advisors reported no remaining Simplify Health Care ETF position as of Q1 2026 after selling out during the quarter.
Primoris Wealth Advisors sold 86,075 Simplify Health Care ETF shares in Q1 2026, an estimated $3.15M.
Primoris Wealth Advisors first reported a position in Simplify Health Care ETF in Q3 2025 and held it in 2 quarters.
Primoris Wealth Advisors's Simplify Health Care ETF position peaked at $3.15M in Q4 2025.
61 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.