WIM
HIGH icon

WealthPlan Investment Management’s Simplify Enhanced Income ETF HIGH Stock Holding History

WealthPlan Investment Management’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
2026
Q2 		$2.15M Sell
99,386
-19,971
-17% -$431K 0.11% 158
2026
Q1 		$2.55M Sell
119,357
-234,424
-66% -$5.13M 0.14% 135
2025
Q4 		$7.89M Sell
353,781
-205,885
-37% -$4.71M 0.5% 55
2025
Q3 		$12.9M Buy
559,666
+3,617
+0.7% +$84.8K 0.86% 29
2025
Q2 		$13.5M Buy
556,049
+69,807
+14% +$1.66M 0.98% 24
2025
Q1 		$10.7M Sell
486,242
-11,849
-2% -$270K 1.05% 25
2024
Q4 		$11.5M Sell
498,091
-44,145
-8% -$1.04M 1.13% 22
2024
Q3 		$12.7M Sell
542,236
-162,776
-23% -$3.87M 1.29% 17
2024
Q2 		$17.1M Buy
705,012
+46,112
+7% +$1.13M 2.59% 2
2024
Q1 		$16.1M Buy
+658,900
New +$16.2M 2.45% 2

Other funds holding HIGH

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

WealthPlan Investment Management's HIGH Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Simplify Enhanced Income ETF (HIGH) stake by 17% in Q2 2026, selling an estimated $431K and leaving 99,386 shares worth $2.15M. The position accounts for 0.11% of the portfolio, ranked #158.

WealthPlan Investment Management first reported a position in HIGH in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.1M in Q2 2024. 40 funds tracked by Wall St. Rank hold HIGH as of Q2 2026.

  • WealthPlan Investment Management held 99,386 shares of Simplify Enhanced Income ETF worth $2.15M as of Q2 2026.
  • WealthPlan Investment Management sold 19,971 Simplify Enhanced Income ETF shares in Q2 2026, an estimated $431K.
  • Simplify Enhanced Income ETF made up 0.11% of WealthPlan Investment Management's portfolio in Q2 2026, its #158 holding.
  • WealthPlan Investment Management first reported a position in Simplify Enhanced Income ETF in Q1 2024 and has held it in 10 quarters since.
  • WealthPlan Investment Management's Simplify Enhanced Income ETF position peaked at $17.1M in Q2 2024.
  • 40 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.