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Whipplewood Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History

Whipplewood Advisors’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 		$62.1K Hold
2,909
– – 0.03% 240
2025
Q4 		$64.9K Hold
2,909
– – 0.04% 182
2025
Q3 		$67.2K Sell
2,909
-3,626
-55% -$85K 0.04% 176
2025
Q2 		$158K Buy
6,535
+1,574
+32% +$37.3K 0.09% 193
2025
Q1 		$230K Sell
4,961
-5,526
-53% -$126K 0.14% 142
2024
Q4 		$241K Buy
+10,487
New +$246K 0.14% 141

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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 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

Whipplewood Advisors's HIGH Position: Q1 2026 in Review

Whipplewood Advisors held its Simplify Enhanced Income ETF (HIGH) position steady in Q1 2026 at 2,909 shares worth $62.1K. The position accounts for 0.03% of the portfolio, ranked #240.

Whipplewood Advisors first reported a position in HIGH in Q4 2024 and has held it in 6 quarters since. The position peaked at $241K in Q4 2024. 42 funds tracked by Wall St. Rank hold HIGH as of Q1 2026.

  • Whipplewood Advisors held 2,909 shares of Simplify Enhanced Income ETF worth $62.1K as of Q1 2026.
  • Whipplewood Advisors left its Simplify Enhanced Income ETF share count unchanged in Q1 2026.
  • Simplify Enhanced Income ETF made up 0.03% of Whipplewood Advisors's portfolio in Q1 2026, its #240 holding.
  • Whipplewood Advisors first reported a position in Simplify Enhanced Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Simplify Enhanced Income ETF position peaked at $241K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.