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Sigma Planning Corp’s Simplify Enhanced Income ETF HIGH Stock Holding History

Sigma Planning Corp’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
-18,476
Closed -$433K – 1207
2024
Q3 		$433K Buy
18,476
+8,999
+95% +$214K 0.01% 793
2024
Q2 		$230K Sell
9,477
-255
-3% -$6.22K 0.01% 1026
2024
Q1 		$237K Buy
+9,732
New +$239K 0.01% 1058

Other funds holding HIGH

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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

Sigma Planning Corp's HIGH Position: Q4 2024 in Review

Sigma Planning Corp sold out of Simplify Enhanced Income ETF (HIGH) in Q4 2024, closing a stake of 18,476 shares — an estimated $433K sold.

Sigma Planning Corp first reported a position in HIGH in Q1 2024 and held it in 3 quarters. The position peaked at $433K in Q3 2024. 90 funds tracked by Wall St. Rank hold HIGH as of Q4 2024.

  • Sigma Planning Corp reported no remaining Simplify Enhanced Income ETF position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 18,476 Simplify Enhanced Income ETF shares in Q4 2024, an estimated $433K.
  • Sigma Planning Corp first reported a position in Simplify Enhanced Income ETF in Q1 2024 and held it in 3 quarters.
  • Sigma Planning Corp's Simplify Enhanced Income ETF position peaked at $433K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.