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Wealthcare Advisory Partners’s Simplify Enhanced Income ETF HIGH Stock Holding History

Wealthcare Advisory Partners’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
Q1 		– Sell
-113,603
Closed -$2.62M – 921
2024
Q4 		$2.62M Buy
+113,603
New +$2.67M 0.07% 223
2024
Q3 		– Sell
-89,732
Closed -$2.18M – 888
2024
Q2 		$2.18M Buy
89,732
+31,189
+53% +$761K 0.07% 223
2024
Q1 		$1.43M Buy
58,543
+6,811
+13% +$167K 0.05% 295
2023
Q4 		$1.27M Buy
+51,732
New +$1.28M 0.05% 266

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Wealthcare Advisory Partners's HIGH Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 113,603 shares — an estimated $2.62M sold.

Wealthcare Advisory Partners first reported a position in HIGH in Q4 2023 and held it in 4 quarters. The position peaked at $2.62M in Q4 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • Wealthcare Advisory Partners reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 113,603 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $2.62M.
  • Wealthcare Advisory Partners first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Simplify Enhanced Income ETF position peaked at $2.62M in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.