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HIGH icon

SignatureFD’s Simplify Enhanced Income ETF HIGH Stock Holding History

SignatureFD’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
Q2 		– Sell
-42
Closed -$1.01K – 3180
2024
Q1 		$1.01K Buy
42
+2
+5% +$49 ﹤0.01% 2949
2023
Q4 		$990 Buy
+40
New +$990 ﹤0.01% 2906

Other funds holding HIGH

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

SignatureFD's HIGH Position: Q2 2024 in Review

SignatureFD sold out of Simplify Enhanced Income ETF (HIGH) in Q2 2024, closing a stake of 42 shares — an estimated $1.01K sold.

SignatureFD first reported a position in HIGH in Q4 2023 and held it in 2 quarters. The position peaked at $1.01K in Q1 2024. 83 funds tracked by Wall St. Rank hold HIGH as of Q2 2024.

  • SignatureFD reported no remaining Simplify Enhanced Income ETF position as of Q2 2024 after selling out during the quarter.
  • SignatureFD sold 42 Simplify Enhanced Income ETF shares in Q2 2024, an estimated $1.01K.
  • SignatureFD first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 2 quarters.
  • SignatureFD's Simplify Enhanced Income ETF position peaked at $1.01K in Q1 2024.
  • 83 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2024.

Based on SignatureFD's 13F filing for Q2 2024, filed 29 Jul 2024.