SimpliFi Inc’s GraniteShares HIPS US High Income ETF HIPS Stock Holding History

SimpliFi Inc’s Portfolio HIPS Stock Details HIPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$161K	Buy	13,924 +375	+3%	+$4.39K	0.06%	45
2026 Q1	$157K	Sell	13,549 -2,379	-15%	-$28.3K	0.07%	43
2025 Q4	$186K	Sell	15,928 -581,710	-97%	-$6.82M	0.08%	43
2025 Q3	$7.05M	Sell	597,638 -19,075	-3%	-$233K	3.01%	12
2025 Q2	$7.47M	Buy	616,713 +18,840	+3%	+$226K	3.29%	11
2025 Q1	$7.6M	Buy	597,873 +13,215	+2%	+$172K	3.49%	11
2024 Q4	$7.51M	Buy	584,658 +60,697	+12%	+$787K	3.44%	11
2024 Q3	$6.8M	Buy	523,961 +12,384	+2%	+$160K	3.02%	11
2024 Q2	$6.55M	Buy	511,577 +12,724	+3%	+$162K	3.03%	11
2024 Q1	$6.41M	Buy	498,853 +465,939	+1,416%	+$5.84M	2.93%	11
2023 Q4	$397K	Hold	32,914	–	–	0.2%	26
2023 Q3	$397K	Buy	32,914 +859	+3%	+$10.4K	0.2%	26
2023 Q2	$378K	Buy	+32,055	New	+$373K	0.18%	28

Other funds holding HIPS

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

SimpliFi Inc's HIPS Position: Q2 2026 in Review

SimpliFi Inc increased its GraniteShares HIPS US High Income ETF (HIPS) stake by 2.8% in Q2 2026, buying an estimated $4.39K and bringing the position to 13,924 shares worth $161K. The position accounts for 0.06% of the portfolio, ranked #45.

SimpliFi Inc first reported a position in HIPS in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.6M in Q1 2025. 32 funds tracked by Wall St. Rank hold HIPS as of Q2 2026.

SimpliFi Inc held 13,924 shares of GraniteShares HIPS US High Income ETF worth $161K as of Q2 2026.
SimpliFi Inc bought 375 GraniteShares HIPS US High Income ETF shares in Q2 2026, an estimated $4.39K.
GraniteShares HIPS US High Income ETF made up 0.06% of SimpliFi Inc's portfolio in Q2 2026, its #45 holding.
SimpliFi Inc first reported a position in GraniteShares HIPS US High Income ETF in Q2 2023 and has held it in 13 quarters since.
SimpliFi Inc's GraniteShares HIPS US High Income ETF position peaked at $7.6M in Q1 2025.
32 funds tracked by Wall St. Rank held GraniteShares HIPS US High Income ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.