Truist Financial
HIGH icon

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

Truist 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
2024
Q4 		– Sell
-125,329
Closed -$2.94M – 2559
2024
Q3 		$2.94M Sell
125,329
-3,549
-3% -$84.5K ﹤0.01% 1064
2024
Q2 		$3.13M Buy
128,878
+2,481
+2% +$60.6K ﹤0.01% 1066
2024
Q1 		$3.08M Sell
126,397
-2,012
-2% -$49.3K ﹤0.01% 1087
2023
Q4 		$3.15M Buy
128,409
+1,117
+0.9% +$27.6K 0.01% 1042
2023
Q3 		$3.17M Sell
127,292
-7,247
-5% -$181K 0.01% 1021
2023
Q2 		$3.37M Buy
+134,539
New +$3.37M 0.01% 1008

Other funds holding HIGH

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

Truist Financial's HIGH Position: Q4 2024 in Review

Truist Financial sold out of Simplify Enhanced Income ETF (HIGH) in Q4 2024, closing a stake of 125,329 shares — an estimated $2.94M sold.

Truist Financial first reported a position in HIGH in Q2 2023 and held it in 6 quarters. The position peaked at $3.37M in Q2 2023. 90 funds tracked by Wall St. Rank hold HIGH as of Q4 2024.

  • Truist Financial reported no remaining Simplify Enhanced Income ETF position as of Q4 2024 after selling out during the quarter.
  • Truist Financial sold 125,329 Simplify Enhanced Income ETF shares in Q4 2024, an estimated $2.94M.
  • Truist Financial first reported a position in Simplify Enhanced Income ETF in Q2 2023 and held it in 6 quarters.
  • Truist Financial's Simplify Enhanced Income ETF position peaked at $3.37M in Q2 2023.
  • 90 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q4 2024.

Based on Truist Financial's 13F filing for Q4 2024, filed 31 Jan 2025.