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HIGH icon

WealthPLAN Partners’s Simplify Enhanced Income ETF HIGH Stock Holding History

WealthPLAN 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
2026
Q2 		$924K Sell
42,726
-28,842
-40% -$622K 0.18% 112
2026
Q1 		$1.53M Sell
71,568
-21,446
-23% -$469K 0.3% 93
2025
Q4 		$2.08M Sell
93,014
-14,859
-14% -$340K 0.31% 91
2025
Q3 		$2.49M Buy
107,873
+667
+0.6% +$15.6K 0.37% 86
2025
Q2 		$2.6M Sell
107,206
-53,443
-33% -$1.27M 0.42% 75
2025
Q1 		$3.52M Buy
160,649
+4,335
+3% +$99K 0.5% 67
2024
Q4 		$3.6M Sell
156,314
-11,213
-7% -$263K 0.51% 65
2024
Q3 		$3.93M Sell
167,527
-214,666
-56% -$5.11M 0.53% 65
2024
Q2 		$9.29M Sell
382,193
-2,357
-0.6% -$57.5K 1% 21
2024
Q1 		$9.38M Buy
+384,550
New +$9.43M 0.97% 20

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
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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
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 Partners's HIGH Position: Q2 2026 in Review

WealthPLAN Partners reduced its Simplify Enhanced Income ETF (HIGH) stake by 40% in Q2 2026, selling an estimated $622K and leaving 42,726 shares worth $924K. The position accounts for 0.18% of the portfolio, ranked #112.

WealthPLAN Partners first reported a position in HIGH in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.38M in Q1 2024. 40 funds tracked by Wall St. Rank hold HIGH as of Q2 2026.

  • WealthPLAN Partners held 42,726 shares of Simplify Enhanced Income ETF worth $924K as of Q2 2026.
  • WealthPLAN Partners sold 28,842 Simplify Enhanced Income ETF shares in Q2 2026, an estimated $622K.
  • Simplify Enhanced Income ETF made up 0.18% of WealthPLAN Partners's portfolio in Q2 2026, its #112 holding.
  • WealthPLAN Partners first reported a position in Simplify Enhanced Income ETF in Q1 2024 and has held it in 10 quarters since.
  • WealthPLAN Partners's Simplify Enhanced Income ETF position peaked at $9.38M in Q1 2024.
  • 40 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.