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WCG Wealth Advisors’s Simplify Health Care ETF PINK Stock Holding History

WCG 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
2026
Q1 		$16.9M Buy
503,148
+271
+0.1% +$9.68K 0.47% 60
2025
Q4 		$18.4M Buy
+502,877
New +$17.6M 0.52% 54

Other funds holding PINK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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 $2.7B AUM 23.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $1.59B AUM 23.47% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return

WCG Wealth Advisors's PINK Position: Q1 2026 in Review

WCG Wealth Advisors increased its Simplify Health Care ETF (PINK) stake by 0.05% in Q1 2026, buying an estimated $9.68K and bringing the position to 503,148 shares worth $16.9M. The position accounts for 0.47% of the portfolio, ranked #60.

WCG Wealth Advisors first reported a position in PINK in Q4 2025 and has held it in 2 quarters since. The position peaked at $18.4M in Q4 2025. 61 funds tracked by Wall St. Rank hold PINK as of Q1 2026.

  • WCG Wealth Advisors held 503,148 shares of Simplify Health Care ETF worth $16.9M as of Q1 2026.
  • WCG Wealth Advisors bought 271 Simplify Health Care ETF shares in Q1 2026, an estimated $9.68K.
  • Simplify Health Care ETF made up 0.47% of WCG Wealth Advisors's portfolio in Q1 2026, its #60 holding.
  • WCG Wealth Advisors first reported a position in Simplify Health Care ETF in Q4 2025 and has held it in 2 quarters since.
  • WCG Wealth Advisors's Simplify Health Care ETF position peaked at $18.4M in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.