PWM
PINK icon

Prosperity Wealth Management’s Simplify Health Care ETF PINK Stock Holding History

Prosperity Wealth Management’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
2025
Q2 		– Sell
-7,129
Closed -$209K – 264
2025
Q1 		$209K Sell
7,129
-121
-2% -$3.63K 0.1% 191
2024
Q4 		$215K Buy
7,250
+4
+0.1% +$126 0.09% 188
2024
Q3 		$238K Buy
7,246
+4
+0.1% +$129 0.1% 162
2024
Q2 		$227K Buy
+7,242
New +$217K 0.11% 154

Other funds holding PINK

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 $2.7B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Prosperity Wealth Management's PINK Position: Q2 2025 in Review

Prosperity Wealth Management sold out of Simplify Health Care ETF (PINK) in Q2 2025, closing a stake of 7,129 shares — an estimated $209K sold.

Prosperity Wealth Management first reported a position in PINK in Q2 2024 and held it in 4 quarters. The position peaked at $238K in Q3 2024. 41 funds tracked by Wall St. Rank hold PINK as of Q2 2025.

  • Prosperity Wealth Management reported no remaining Simplify Health Care ETF position as of Q2 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 7,129 Simplify Health Care ETF shares in Q2 2025, an estimated $209K.
  • Prosperity Wealth Management first reported a position in Simplify Health Care ETF in Q2 2024 and held it in 4 quarters.
  • Prosperity Wealth Management's Simplify Health Care ETF position peaked at $238K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2025.

Based on Prosperity Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.