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Summit Financial’s Simplify Enhanced Income ETF HIGH Stock Holding History

Summit Financial’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 		$428K Sell
19,780
-12,934
-40% -$279K ﹤0.01% 1167
2026
Q1 		$698K Sell
32,714
-2,551
-7% -$55.8K 0.01% 897
2025
Q4 		$787K Sell
35,265
-1,533
-4% -$35K 0.01% 739
2025
Q3 		$850K Buy
+36,798
New +$863K 0.01% 703

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

Summit Financial's HIGH Position: Q2 2026 in Review

Summit Financial reduced its Simplify Enhanced Income ETF (HIGH) stake by 40% in Q2 2026, selling an estimated $279K and leaving 19,780 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Summit Financial first reported a position in HIGH in Q3 2025 and has held it in 4 quarters since. The position peaked at $850K in Q3 2025. 40 funds tracked by Wall St. Rank hold HIGH as of Q2 2026.

  • Summit Financial held 19,780 shares of Simplify Enhanced Income ETF worth $428K as of Q2 2026.
  • Summit Financial sold 12,934 Simplify Enhanced Income ETF shares in Q2 2026, an estimated $279K.
  • Simplify Enhanced Income ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1167 holding.
  • Summit Financial first reported a position in Simplify Enhanced Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Simplify Enhanced Income ETF position peaked at $850K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.