WWA
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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
Q2 		$21.2M Buy
540,937
+37,789
+8% +$1.37M 0.5% 57
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 $445B AUM 25.58% 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 $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

WCG Wealth Advisors's PINK Position: Q2 2026 in Review

WCG Wealth Advisors increased its Simplify Health Care ETF (PINK) stake by 7.5% in Q2 2026, buying an estimated $1.37M and bringing the position to 540,937 shares worth $21.2M. The position accounts for 0.5% of the portfolio, ranked #57.

WCG Wealth Advisors first reported a position in PINK in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold PINK as of Q2 2026.

  • WCG Wealth Advisors held 540,937 shares of Simplify Health Care ETF worth $21.2M as of Q2 2026.
  • WCG Wealth Advisors bought 37,789 Simplify Health Care ETF shares in Q2 2026, an estimated $1.37M.
  • Simplify Health Care ETF made up 0.5% of WCG Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • WCG Wealth Advisors first reported a position in Simplify Health Care ETF in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.