SGC
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Slocum, Gordon & Co’s Simplify Health Care ETF PINK Stock Holding History

Slocum, Gordon & Co’s Portfolio PINK Stock Details PINK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-108
Closed -$3.21K – 142
2024
Q4 		$3.21K Hold
108
– – ﹤0.01% 123
2024
Q3 		$3.55K Buy
+108
New +$3.48K ﹤0.01% 122

Other funds holding PINK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Slocum, Gordon & Co's PINK Position: Q1 2025 in Review

Slocum, Gordon & Co sold out of Simplify Health Care ETF (PINK) in Q1 2025, closing a stake of 108 shares — an estimated $3.21K sold.

Slocum, Gordon & Co first reported a position in PINK in Q3 2024 and held it in 2 quarters. The position peaked at $3.55K in Q3 2024. 49 funds tracked by Wall St. Rank hold PINK as of Q1 2025.

  • Slocum, Gordon & Co reported no remaining Simplify Health Care ETF position as of Q1 2025 after selling out during the quarter.
  • Slocum, Gordon & Co sold 108 Simplify Health Care ETF shares in Q1 2025, an estimated $3.21K.
  • Slocum, Gordon & Co first reported a position in Simplify Health Care ETF in Q3 2024 and held it in 2 quarters.
  • Slocum, Gordon & Co's Simplify Health Care ETF position peaked at $3.55K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2025.

Based on Slocum, Gordon & Co's 13F filing for Q1 2025, filed 23 Apr 2025.