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SFG Wealth Management’s Simplify Enhanced Income ETF HIGH Stock Holding History

SFG Wealth 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
Q3 		– Sell
-20,988
Closed -$510K – 94
2024
Q2 		$510K Buy
+20,988
New +$512K 0.29% 51

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WIM
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3AM
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AIM
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PS
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AWA
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SFG Wealth Management's HIGH Position: Q3 2024 in Review

SFG Wealth Management sold out of Simplify Enhanced Income ETF (HIGH) in Q3 2024, closing a stake of 20,988 shares — an estimated $510K sold.

SFG Wealth Management first reported a position in HIGH in Q2 2024 and held it in 1 quarter. The position peaked at $510K in Q2 2024. 86 funds tracked by Wall St. Rank hold HIGH as of Q3 2024.

  • SFG Wealth Management reported no remaining Simplify Enhanced Income ETF position as of Q3 2024 after selling out during the quarter.
  • SFG Wealth Management sold 20,988 Simplify Enhanced Income ETF shares in Q3 2024, an estimated $510K.
  • SFG Wealth Management first reported a position in Simplify Enhanced Income ETF in Q2 2024 and held it in 1 quarter.
  • SFG Wealth Management's Simplify Enhanced Income ETF position peaked at $510K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2024.

Based on SFG Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.