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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
Q3 		$288K Sell
13,630
-29,096
-68% -$627K 0.05% 188
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

WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WealthPLAN Partners's HIGH Position: Q3 2026 in Review

WealthPLAN Partners reduced its Simplify Enhanced Income ETF (HIGH) stake by 68% in Q3 2026, selling an estimated $627K and leaving 13,630 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #188.

WealthPLAN Partners first reported a position in HIGH in Q1 2024 and has held it in 11 quarters since. The position peaked at $9.38M in Q1 2024. 7 funds tracked by Wall St. Rank hold HIGH as of Q3 2026.

  • WealthPLAN Partners held 13,630 shares of Simplify Enhanced Income ETF worth $288K as of Q3 2026.
  • WealthPLAN Partners sold 29,096 Simplify Enhanced Income ETF shares in Q3 2026, an estimated $627K.
  • Simplify Enhanced Income ETF made up 0.05% of WealthPLAN Partners's portfolio in Q3 2026, its #188 holding.
  • WealthPLAN Partners first reported a position in Simplify Enhanced Income ETF in Q1 2024 and has held it in 11 quarters since.
  • WealthPLAN Partners's Simplify Enhanced Income ETF position peaked at $9.38M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.