WESPAC Advisors’s Simplify Health Care ETF PINK Stock Holding History

WESPAC Advisors’s Portfolio PINK Stock Details PINK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-30,478	Closed	-$893K	–	187
2025 Q1	$893K	Buy	+30,478	New	+$915K	0.73%	46
2024 Q4	–	Sell	-9,517	Closed	-$312K	–	176
2024 Q3	$312K	Buy	+9,517	New	+$307K	0.23%	122
2024 Q2	–	Sell	-11,765	Closed	-$364K	–	175
2024 Q1	$364K	Buy	+11,765	New	+$345K	0.21%	124

Other funds holding PINK

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

CWM

Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

WESPAC Advisors's PINK Position: Q2 2025 in Review

WESPAC Advisors sold out of Simplify Health Care ETF (PINK) in Q2 2025, closing a stake of 30,478 shares — an estimated $893K sold.

WESPAC Advisors first reported a position in PINK in Q1 2024 and held it in 3 quarters. The position peaked at $893K in Q1 2025. 41 funds tracked by Wall St. Rank hold PINK as of Q2 2025.

WESPAC Advisors reported no remaining Simplify Health Care ETF position as of Q2 2025 after selling out during the quarter.
WESPAC Advisors sold 30,478 Simplify Health Care ETF shares in Q2 2025, an estimated $893K.
WESPAC Advisors first reported a position in Simplify Health Care ETF in Q1 2024 and held it in 3 quarters.
WESPAC Advisors's Simplify Health Care ETF position peaked at $893K in Q1 2025.
41 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2025.

Based on WESPAC Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.