WMG Financial Advisors’s Simplify Health Care ETF PINK Stock Holding History

WMG Financial 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
2026 Q1	–	Sell	-27,573	Closed	-$1.01M	–	109
2025 Q4	$1.01M	Buy	27,573 +18,050	+190%	+$632K	0.42%	41
2025 Q3	$302K	Buy	+9,523	New	+$288K	0.1%	143

Other funds holding PINK

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

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

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

LDB

Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

WMG Financial Advisors's PINK Position: Q1 2026 in Review

WMG Financial Advisors sold out of Simplify Health Care ETF (PINK) in Q1 2026, closing a stake of 27,573 shares — an estimated $1.01M sold.

WMG Financial Advisors first reported a position in PINK in Q3 2025 and held it in 2 quarters. The position peaked at $1.01M in Q4 2025. 61 funds tracked by Wall St. Rank hold PINK as of Q1 2026.

WMG Financial Advisors reported no remaining Simplify Health Care ETF position as of Q1 2026 after selling out during the quarter.
WMG Financial Advisors sold 27,573 Simplify Health Care ETF shares in Q1 2026, an estimated $1.01M.
WMG Financial Advisors first reported a position in Simplify Health Care ETF in Q3 2025 and held it in 2 quarters.
WMG Financial Advisors's Simplify Health Care ETF position peaked at $1.01M in Q4 2025.
61 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.