Wealth Enhancement Advisory Services
HIGH icon

Wealth Enhancement Advisory Services’s Simplify Enhanced Income ETF HIGH Stock Holding History

Wealth Enhancement Advisory Services’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
Q4 		– Sell
-16,163
Closed -$379K – 3026
2024
Q3 		$379K Buy
16,163
+3,304
+26% +$78.6K ﹤0.01% 2020
2024
Q2 		$312K Sell
12,859
-106
-0.8% -$2.59K ﹤0.01% 1952
2024
Q1 		$316K Buy
12,965
+1,990
+18% +$48.8K ﹤0.01% 1884
2023
Q4 		$270K Buy
+10,975
New +$272K ﹤0.01% 1890

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WIM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

Wealth Enhancement Advisory Services's HIGH Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of Simplify Enhanced Income ETF (HIGH) in Q4 2024, closing a stake of 16,163 shares — an estimated $379K sold.

Wealth Enhancement Advisory Services first reported a position in HIGH in Q4 2023 and held it in 4 quarters. The position peaked at $379K in Q3 2024. 90 funds tracked by Wall St. Rank hold HIGH as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining Simplify Enhanced Income ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 16,163 Simplify Enhanced Income ETF shares in Q4 2024, an estimated $379K.
  • Wealth Enhancement Advisory Services first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Simplify Enhanced Income ETF position peaked at $379K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.