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Summit Financial’s Simplify Health Care ETF PINK Stock Holding History

Summit Financial’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
Q1 		$392K Sell
11,660
-60,388
-84% -$2.16M 0.01% 1074
2025
Q4 		$2.64M Buy
+72,048
New +$2.52M 0.04% 419

Other funds holding PINK

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Summit Financial's PINK Position: Q1 2026 in Review

Summit Financial reduced its Simplify Health Care ETF (PINK) stake by 84% in Q1 2026, selling an estimated $2.16M and leaving 11,660 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #1074.

Summit Financial first reported a position in PINK in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.64M in Q4 2025. 61 funds tracked by Wall St. Rank hold PINK as of Q1 2026.

  • Summit Financial held 11,660 shares of Simplify Health Care ETF worth $392K as of Q1 2026.
  • Summit Financial sold 60,388 Simplify Health Care ETF shares in Q1 2026, an estimated $2.16M.
  • Simplify Health Care ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1074 holding.
  • Summit Financial first reported a position in Simplify Health Care ETF in Q4 2025 and has held it in 2 quarters since.
  • Summit Financial's Simplify Health Care ETF position peaked at $2.64M in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2026.

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