TAP Consulting’s Simplify Health Care ETF PINK Stock Holding History

TAP Consulting’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
2024 Q4	$1.52M	Sell	51,323 -14,500	-22%	-$457K	0.31%	85
2024 Q3	$2.16M	Sell	65,823 -6,055	-8%	-$195K	0.43%	66
2024 Q2	$2.26M	Sell	71,878 -37,763	-34%	-$1.13M	0.48%	64
2024 Q1	$3.39M	Sell	109,641 -5,114	-4%	-$150K	0.75%	36
2023 Q4	$3.14M	Buy	114,755 +1,808	+2%	+$45.5K	0.75%	33
2023 Q3	$2.84M	Buy	+112,947	New	+$2.96M	0.73%	38

Other funds holding PINK

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

CWM

Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

TAP Consulting's PINK Position: Q4 2024 in Review

TAP Consulting reduced its Simplify Health Care ETF (PINK) stake by 22% in Q4 2024, selling an estimated $457K and leaving 51,323 shares worth $1.52M. The position accounts for 0.31% of the portfolio, ranked #85.

TAP Consulting first reported a position in PINK in Q3 2023 and has held it in 6 quarters since. The position peaked at $3.39M in Q1 2024. 50 funds tracked by Wall St. Rank hold PINK as of Q4 2024.

TAP Consulting held 51,323 shares of Simplify Health Care ETF worth $1.52M as of Q4 2024.
TAP Consulting sold 14,500 Simplify Health Care ETF shares in Q4 2024, an estimated $457K.
Simplify Health Care ETF made up 0.31% of TAP Consulting's portfolio in Q4 2024, its #85 holding.
TAP Consulting first reported a position in Simplify Health Care ETF in Q3 2023 and has held it in 6 quarters since.
TAP Consulting's Simplify Health Care ETF position peaked at $3.39M in Q1 2024.
50 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.