RPSA
HIGH icon

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 – 151
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 3.49% 7
2024
Q1 		$14M Buy
572,627
+564,426
+6,882% +$13.8M 3.39% 7
2023
Q4 		$201K Buy
+8,201
New +$203K 0.05% 143

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AWM
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Envestnet Asset Management
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WIM
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return