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Valley National Advisers’s Simplify Enhanced Income ETF HIGH Stock Holding History

Valley National Advisers’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
Q1 		– Sell
-409
Closed -$10K – 1245
2023
Q4 		$10K Buy
409
+209
+105% +$5.17K ﹤0.01% 662
2023
Q3 		$5K Buy
+200
New +$5K ﹤0.01% 704

Other funds holding HIGH

PBM
Propel Bio Management Los Angeles, California $159M AUM 60.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valley National Advisers's HIGH Position: Q1 2024 in Review

Valley National Advisers sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2024, closing a stake of 409 shares — an estimated $10K sold.

Valley National Advisers first reported a position in HIGH in Q3 2023 and held it in 2 quarters. The position peaked at $10K in Q4 2023. 76 funds tracked by Wall St. Rank hold HIGH as of Q1 2024.

  • Valley National Advisers reported no remaining Simplify Enhanced Income ETF position as of Q1 2024 after selling out during the quarter.
  • Valley National Advisers sold 409 Simplify Enhanced Income ETF shares in Q1 2024, an estimated $10K.
  • Valley National Advisers first reported a position in Simplify Enhanced Income ETF in Q3 2023 and held it in 2 quarters.
  • Valley National Advisers's Simplify Enhanced Income ETF position peaked at $10K in Q4 2023.
  • 76 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.