WP
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
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 $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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $144M AUM 11.74% 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