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U.S. Capital Wealth Advisors’s Simplify Health Care ETF PINK Stock Holding History

U.S. Capital Wealth Advisors’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
2025
Q1 		– Sell
-59,850
Closed -$1.78M – 884
2024
Q4 		$1.78M Sell
59,850
-1,000
-2% -$31.5K 0.05% 325
2024
Q3 		$2M Hold
60,850
– – 0.07% 249
2024
Q2 		$1.91M Buy
60,850
+300
+0.5% +$8.97K 0.07% 249
2024
Q1 		$1.87M Buy
+60,550
New +$1.77M 0.07% 246

Other funds holding PINK

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $1.73B AUM 36.69% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

U.S. Capital Wealth Advisors's PINK Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of Simplify Health Care ETF (PINK) in Q1 2025, closing a stake of 59,850 shares — an estimated $1.78M sold.

U.S. Capital Wealth Advisors first reported a position in PINK in Q1 2024 and held it in 4 quarters. The position peaked at $2M in Q3 2024. 49 funds tracked by Wall St. Rank hold PINK as of Q1 2025.

  • U.S. Capital Wealth Advisors reported no remaining Simplify Health Care ETF position as of Q1 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 59,850 Simplify Health Care ETF shares in Q1 2025, an estimated $1.78M.
  • U.S. Capital Wealth Advisors first reported a position in Simplify Health Care ETF in Q1 2024 and held it in 4 quarters.
  • U.S. Capital Wealth Advisors's Simplify Health Care ETF position peaked at $2M in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.