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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
Q2 		– Sell
-2,909
Closed -$62.1K – 830
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 $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
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 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

Whipplewood Advisors's HIGH Position: Q2 2026 in Review

Whipplewood Advisors sold out of Simplify Enhanced Income ETF (HIGH) in Q2 2026, closing a stake of 2,909 shares — an estimated $62.1K sold.

Whipplewood Advisors first reported a position in HIGH in Q4 2024 and held it in 6 quarters. The position peaked at $241K in Q4 2024. 40 funds tracked by Wall St. Rank hold HIGH as of Q2 2026.

  • Whipplewood Advisors reported no remaining Simplify Enhanced Income ETF position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 2,909 Simplify Enhanced Income ETF shares in Q2 2026, an estimated $62.1K.
  • Whipplewood Advisors first reported a position in Simplify Enhanced Income ETF in Q4 2024 and held it in 6 quarters.
  • Whipplewood Advisors's Simplify Enhanced Income ETF position peaked at $241K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.