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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
Q2 		$2.65M Buy
67,609
+55,949
+480% +$2.03M 0.03% 549
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

LPL Financial
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
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
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

Summit Financial's PINK Position: Q2 2026 in Review

Summit Financial increased its Simplify Health Care ETF (PINK) stake by 480% in Q2 2026, buying an estimated $2.03M and bringing the position to 67,609 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #549.

Summit Financial first reported a position in PINK in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold PINK as of Q2 2026.

  • Summit Financial held 67,609 shares of Simplify Health Care ETF worth $2.65M as of Q2 2026.
  • Summit Financial bought 55,949 Simplify Health Care ETF shares in Q2 2026, an estimated $2.03M.
  • Simplify Health Care ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #549 holding.
  • Summit Financial first reported a position in Simplify Health Care ETF in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2026.

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