UIA
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Ulland Investment Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

Ulland Investment Advisors’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
2025
Q3 		– Sell
-636
Closed -$15K – 234
2025
Q2 		$15K Buy
+636
New +$15.1K 0.01% 163

Other funds holding HIGH

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Ulland Investment Advisors's HIGH Position: Q3 2025 in Review

Ulland Investment Advisors sold out of Simplify Enhanced Income ETF (HIGH) in Q3 2025, closing a stake of 636 shares — an estimated $15K sold.

Ulland Investment Advisors first reported a position in HIGH in Q2 2025 and held it in 1 quarter. The position peaked at $15K in Q2 2025. 52 funds tracked by Wall St. Rank hold HIGH as of Q3 2025.

  • Ulland Investment Advisors reported no remaining Simplify Enhanced Income ETF position as of Q3 2025 after selling out during the quarter.
  • Ulland Investment Advisors sold 636 Simplify Enhanced Income ETF shares in Q3 2025, an estimated $15K.
  • Ulland Investment Advisors first reported a position in Simplify Enhanced Income ETF in Q2 2025 and held it in 1 quarter.
  • Ulland Investment Advisors's Simplify Enhanced Income ETF position peaked at $15K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2025.

Based on Ulland Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.