PBM
HIGH icon

Propel Bio Management’s Simplify Enhanced Income ETF HIGH Stock Holding History

Propel Bio Management’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
2024
Q2 		– Sell
-1,492,581
Closed -$28M – 26
2024
Q1 		$28M Buy
1,492,581
+1,372,360
+1,142% +$33.7M 16.29% 2
2023
Q4 		$2.95M Buy
+120,221
New +$2.98M 2.45% 13

Other funds holding HIGH

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Propel Bio Management's HIGH Position: Q2 2024 in Review

Propel Bio Management sold out of Simplify Enhanced Income ETF (HIGH) in Q2 2024, closing a stake of 1,492,581 shares — an estimated $28M sold.

Propel Bio Management first reported a position in HIGH in Q4 2023 and held it in 2 quarters. The position peaked at $28M in Q1 2024. 83 funds tracked by Wall St. Rank hold HIGH as of Q2 2024.

  • Propel Bio Management reported no remaining Simplify Enhanced Income ETF position as of Q2 2024 after selling out during the quarter.
  • Propel Bio Management sold 1,492,581 Simplify Enhanced Income ETF shares in Q2 2024, an estimated $28M.
  • Propel Bio Management first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 2 quarters.
  • Propel Bio Management's Simplify Enhanced Income ETF position peaked at $28M in Q1 2024.
  • 83 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2024.

Based on Propel Bio Management's 13F filing for Q2 2024, filed 12 Aug 2024.