Private Trust Company’s Simplify Health Care ETF PINK Stock Holding History

Private Trust Company’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	$49.7K	Sell	1,476 -5,503	-79%	-$197K	﹤0.01%	1298
2025 Q4	$255K	Buy	6,979 +3,232	+86%	+$113K	0.02%	664
2025 Q3	$119K	Buy	+3,747	New	+$113K	0.01%	953
2024 Q4	–	Sell	-5,196	Closed	-$171K	–	2391
2024 Q3	$171K	Buy	5,196 +2,207	+74%	+$71.1K	0.02%	751
2024 Q2	$93.9K	Sell	2,989 -260	-8%	-$7.78K	0.01%	906
2024 Q1	$100K	Buy	3,249 +1,440	+80%	+$42.2K	0.01%	866
2023 Q4	$49.5K	Buy	+1,809	New	+$45.5K	0.01%	1059
2023 Q3	–	Sell	-3,680	Closed	-$97.7K	–	2369
2023 Q2	$97.7K	Buy	+3,680	New	+$95K	0.01%	818

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

Private Trust Company's PINK Position: Q1 2026 in Review

Private Trust Company reduced its Simplify Health Care ETF (PINK) stake by 79% in Q1 2026, selling an estimated $197K and leaving 1,476 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Private Trust Company first reported a position in PINK in Q2 2023 and has held it in 8 quarters since. The position peaked at $255K in Q4 2025. 61 funds tracked by Wall St. Rank hold PINK as of Q1 2026.

Private Trust Company held 1,476 shares of Simplify Health Care ETF worth $49.7K as of Q1 2026.
Private Trust Company sold 5,503 Simplify Health Care ETF shares in Q1 2026, an estimated $197K.
Simplify Health Care ETF made up ﹤0.01% of Private Trust Company's portfolio in Q1 2026, its #1298 holding.
Private Trust Company first reported a position in Simplify Health Care ETF in Q2 2023 and has held it in 8 quarters since.
Private Trust Company's Simplify Health Care ETF position peaked at $255K in Q4 2025.
61 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.