Stegent Equity Advisors
HIGH icon

Stegent Equity Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

Stegent Equity Advisors’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
2026
Q2 		– Sell
-34,910
Closed -$745K – 117
2026
Q1 		$745K Sell
34,910
-49,081
-58% -$1.07M 0.63% 46
2025
Q4 		$1.87M Sell
83,991
-11,333
-12% -$259K 1.46% 21
2025
Q3 		$2.2M Sell
95,324
-409
-0.4% -$9.6K 1.79% 16
2025
Q2 		$2.32M Sell
95,733
-3,344
-3% -$79.3K 2.05% 15
2025
Q1 		$2.17M Sell
99,077
-4,403
-4% -$101K 2.2% 11
2024
Q4 		$2.38M Sell
103,480
-13,423
-11% -$315K 2.42% 10
2024
Q3 		$2.74M Sell
116,903
-44,718
-28% -$1.06M 3.03% 9
2024
Q2 		$3.93M Buy
161,621
+149,832
+1,271% +$3.66M 4.09% 4
2024
Q1 		$288K Buy
+11,789
New +$289K 0.29% 75

Other funds holding HIGH

Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
Legacy Wealth Management (Idaho)
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Stegent Equity Advisors's HIGH Position: Q2 2026 in Review

Stegent Equity Advisors sold out of Simplify Enhanced Income ETF (HIGH) in Q2 2026, closing a stake of 34,910 shares — an estimated $745K sold.

Stegent Equity Advisors first reported a position in HIGH in Q1 2024 and held it in 9 quarters. The position peaked at $3.93M in Q2 2024. 40 funds tracked by Wall St. Rank hold HIGH as of Q2 2026.

  • Stegent Equity Advisors reported no remaining Simplify Enhanced Income ETF position as of Q2 2026 after selling out during the quarter.
  • Stegent Equity Advisors sold 34,910 Simplify Enhanced Income ETF shares in Q2 2026, an estimated $745K.
  • Stegent Equity Advisors first reported a position in Simplify Enhanced Income ETF in Q1 2024 and held it in 9 quarters.
  • Stegent Equity Advisors's Simplify Enhanced Income ETF position peaked at $3.93M in Q2 2024.
  • 40 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.