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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
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% -$9.59K 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

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $144M AUM 11.74% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return