RPSA
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Richard P. Slaughter Associates’s Simplify Enhanced Income ETF HIGH Stock Holding History

Richard P. Slaughter Associates’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
Q4 		– Sell
-14,923
Closed -$350K – 150
2024
Q3 		$350K Sell
14,923
-592,866
-98% -$14.1M 0.08% 128
2024
Q2 		$14.8M Buy
607,789
+35,162
+6% +$858K 3.48% 7
2024
Q1 		$14M Buy
572,627
+564,426
+6,882% +$13.8M 3.34% 7
2023
Q4 		$201K Buy
+8,201
New +$203K 0.05% 143

Other funds holding HIGH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $912M AUM 34.38% 1-Year Est. Return

Richard P. Slaughter Associates's HIGH Position: Q4 2024 in Review

Richard P. Slaughter Associates sold out of Simplify Enhanced Income ETF (HIGH) in Q4 2024, closing a stake of 14,923 shares — an estimated $350K sold.

Richard P. Slaughter Associates first reported a position in HIGH in Q4 2023 and held it in 4 quarters. The position peaked at $14.8M in Q2 2024. 90 funds tracked by Wall St. Rank hold HIGH as of Q4 2024.

  • Richard P. Slaughter Associates reported no remaining Simplify Enhanced Income ETF position as of Q4 2024 after selling out during the quarter.
  • Richard P. Slaughter Associates sold 14,923 Simplify Enhanced Income ETF shares in Q4 2024, an estimated $350K.
  • Richard P. Slaughter Associates first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 4 quarters.
  • Richard P. Slaughter Associates's Simplify Enhanced Income ETF position peaked at $14.8M in Q2 2024.
  • 90 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q4 2024.

Based on Richard P. Slaughter Associates's 13F filing for Q4 2024, filed 14 Jan 2025.