SPIA
HIGH icon

Steward Partners Investment Advisory’s Simplify Enhanced Income ETF HIGH Stock Holding History

Steward Partners Investment Advisory’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 		$70.4K Sell
3,301
-14,630
-82% -$320K ﹤0.01% 2596
2025
Q4 		$400K Sell
17,931
-21,625
-55% -$494K ﹤0.01% 1552
2025
Q3 		$913K Sell
39,556
-4,074
-9% -$95.5K 0.01% 1089
2025
Q2 		$1.06M Sell
43,630
-7,062
-14% -$167K 0.01% 973
2025
Q1 		$1.11M Sell
50,692
-6,368
-11% -$145K 0.01% 880
2024
Q4 		$1.31M Buy
57,060
+31,686
+125% +$744K 0.01% 783
2024
Q3 		$595K Buy
+25,374
New +$604K 0.01% 1038

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

Steward Partners Investment Advisory's HIGH Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Simplify Enhanced Income ETF (HIGH) stake by 82% in Q1 2026, selling an estimated $320K and leaving 3,301 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2596.

Steward Partners Investment Advisory first reported a position in HIGH in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2024. 42 funds tracked by Wall St. Rank hold HIGH as of Q1 2026.

  • Steward Partners Investment Advisory held 3,301 shares of Simplify Enhanced Income ETF worth $70.4K as of Q1 2026.
  • Steward Partners Investment Advisory sold 14,630 Simplify Enhanced Income ETF shares in Q1 2026, an estimated $320K.
  • Simplify Enhanced Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2596 holding.
  • Steward Partners Investment Advisory first reported a position in Simplify Enhanced Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's Simplify Enhanced Income ETF position peaked at $1.31M in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.