WIM
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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
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 $6.82B AUM 17.15% 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
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return

WealthPlan Investment Management's HIGH Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Simplify Enhanced Income ETF (HIGH) stake by 66% in Q1 2026, selling an estimated $5.13M and leaving 119,357 shares worth $2.55M. The position accounts for 0.14% of the portfolio, ranked #135.

WealthPlan Investment Management first reported a position in HIGH in Q1 2024 and has held it in 9 quarters since. The position peaked at $17.1M in Q2 2024. 42 funds tracked by Wall St. Rank hold HIGH as of Q1 2026.

  • WealthPlan Investment Management held 119,357 shares of Simplify Enhanced Income ETF worth $2.55M as of Q1 2026.
  • WealthPlan Investment Management sold 234,424 Simplify Enhanced Income ETF shares in Q1 2026, an estimated $5.13M.
  • Simplify Enhanced Income ETF made up 0.14% of WealthPlan Investment Management's portfolio in Q1 2026, its #135 holding.
  • WealthPlan Investment Management first reported a position in Simplify Enhanced Income ETF in Q1 2024 and has held it in 9 quarters since.
  • WealthPlan Investment Management's Simplify Enhanced Income ETF position peaked at $17.1M in Q2 2024.
  • 42 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.