Steward Partners Investment Advisory’s Simplify Health Care ETF PINK Stock Holding History

Steward Partners Investment Advisory’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
2026 Q2	$531K	Buy	13,566 +5,580	+70%	+$202K	﹤0.01%	1663
2026 Q1	$269K	Buy	7,986 +1,477	+23%	+$52.8K	﹤0.01%	1859
2025 Q4	$238K	Buy	6,509 +15	+0.2%	+$525	﹤0.01%	1842
2025 Q3	$206K	Buy	6,494 +1,537	+31%	+$46.5K	﹤0.01%	1851
2025 Q2	$149K	Buy	+4,957	New	+$143K	﹤0.01%	1899
2025 Q1	–	Sell	-2,365	Closed	-$70.1K	–	4123
2024 Q4	$70.1K	Sell	2,365 -2,500	-51%	-$78.7K	﹤0.01%	2162
2024 Q3	$160K	Buy	4,865 +2,500	+106%	+$80.5K	﹤0.01%	1641
2024 Q2	$74.3K	Sell	2,365 -635	-21%	-$19K	﹤0.01%	1916
2024 Q1	$92.8K	Buy	+3,000	New	+$87.9K	﹤0.01%	1811

Other funds holding PINK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its Simplify Health Care ETF (PINK) stake by 70% in Q2 2026, buying an estimated $202K and bringing the position to 13,566 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Steward Partners Investment Advisory first reported a position in PINK in Q1 2024 and has held it in 9 quarters since. 76 funds tracked by Wall St. Rank hold PINK as of Q2 2026.

Steward Partners Investment Advisory held 13,566 shares of Simplify Health Care ETF worth $531K as of Q2 2026.
Steward Partners Investment Advisory bought 5,580 Simplify Health Care ETF shares in Q2 2026, an estimated $202K.
Simplify Health Care ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1663 holding.
Steward Partners Investment Advisory first reported a position in Simplify Health Care ETF in Q1 2024 and has held it in 9 quarters since.
76 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2026.

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