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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
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 $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

Summit Financial's HIGH Position: Q1 2026 in Review

Summit Financial reduced its Simplify Enhanced Income ETF (HIGH) stake by 7.2% in Q1 2026, selling an estimated $55.8K and leaving 32,714 shares worth $698K. The position accounts for 0.01% of the portfolio, ranked #897.

Summit Financial first reported a position in HIGH in Q3 2025 and has held it in 3 quarters since. The position peaked at $850K in Q3 2025. 42 funds tracked by Wall St. Rank hold HIGH as of Q1 2026.

  • Summit Financial held 32,714 shares of Simplify Enhanced Income ETF worth $698K as of Q1 2026.
  • Summit Financial sold 2,551 Simplify Enhanced Income ETF shares in Q1 2026, an estimated $55.8K.
  • Simplify Enhanced Income ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #897 holding.
  • Summit Financial first reported a position in Simplify Enhanced Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Simplify Enhanced Income ETF position peaked at $850K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.