SPIA
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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
Q2 		$9.19K Sell
425
-2,876
-87% -$62K ﹤0.01% 3768
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 $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Steward Partners Investment Advisory's HIGH Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Simplify Enhanced Income ETF (HIGH) stake by 87% in Q2 2026, selling an estimated $62K and leaving 425 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3768.

Steward Partners Investment Advisory first reported a position in HIGH in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q4 2024. 40 funds tracked by Wall St. Rank hold HIGH as of Q2 2026.

  • Steward Partners Investment Advisory held 425 shares of Simplify Enhanced Income ETF worth $9.19K as of Q2 2026.
  • Steward Partners Investment Advisory sold 2,876 Simplify Enhanced Income ETF shares in Q2 2026, an estimated $62K.
  • Simplify Enhanced Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3768 holding.
  • Steward Partners Investment Advisory first reported a position in Simplify Enhanced Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Steward Partners Investment Advisory's Simplify Enhanced Income ETF position peaked at $1.31M in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.