Principal Securities’s Simplify Enhanced Income ETF HIGH Stock Holding History

Principal Securities’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
2026 Q1	$12.5M	Sell	588,013 -11,782	-2%	-$258K	0.18%	108
2025 Q4	$13.4M	Buy	599,795 +78,956	+15%	+$1.8M	0.21%	90
2025 Q3	$12M	Buy	520,839 +57,620	+12%	+$1.35M	0.2%	99
2025 Q2	$11.2M	Buy	463,219 +135,767	+41%	+$3.22M	0.21%	91
2025 Q1	$7.54M	Hold	327,452	–	–	0.17%	121
2024 Q4	$7.54M	Buy	327,452 +45,338	+16%	+$1.06M	0.17%	119
2024 Q3	$6.61M	Buy	282,114 +93,672	+50%	+$2.23M	0.16%	121
2024 Q2	$4.58M	Buy	188,442 +41,462	+28%	+$1.01M	0.13%	151
2024 Q1	$3.59M	Buy	146,980 +129,064	+720%	+$3.17M	0.11%	178
2023 Q4	$440K	Buy	+17,916	New	+$443K	0.02%	650

Other funds holding HIGH

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFG

Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

TME Financial Huntington Beach, California $144M AUM 11.74% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return

Principal Securities's HIGH Position: Q1 2026 in Review

Principal Securities reduced its Simplify Enhanced Income ETF (HIGH) stake by 2% in Q1 2026, selling an estimated $258K and leaving 588,013 shares worth $12.5M. The position accounts for 0.18% of the portfolio, ranked #108.

Principal Securities first reported a position in HIGH in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.4M in Q4 2025. 42 funds tracked by Wall St. Rank hold HIGH as of Q1 2026.

Principal Securities held 588,013 shares of Simplify Enhanced Income ETF worth $12.5M as of Q1 2026.
Principal Securities sold 11,782 Simplify Enhanced Income ETF shares in Q1 2026, an estimated $258K.
Simplify Enhanced Income ETF made up 0.18% of Principal Securities's portfolio in Q1 2026, its #108 holding.
Principal Securities first reported a position in Simplify Enhanced Income ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Simplify Enhanced Income ETF position peaked at $13.4M in Q4 2025.
42 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.