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WR Wealth Planners’s Simplify Enhanced Income ETF HIGH Stock Holding History

WR Wealth Planners’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
2024
Q2 		– Sell
-36
Closed -$878 – 1184
2024
Q1 		$878 Buy
+36
New +$883 ﹤0.01% 981

Other funds holding HIGH

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

WR Wealth Planners's HIGH Position: Q2 2024 in Review

WR Wealth Planners sold out of Simplify Enhanced Income ETF (HIGH) in Q2 2024, closing a stake of 36 shares — an estimated $878 sold.

WR Wealth Planners first reported a position in HIGH in Q1 2024 and held it in 1 quarter. The position peaked at $878 in Q1 2024. 83 funds tracked by Wall St. Rank hold HIGH as of Q2 2024.

  • WR Wealth Planners reported no remaining Simplify Enhanced Income ETF position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 36 Simplify Enhanced Income ETF shares in Q2 2024, an estimated $878.
  • WR Wealth Planners first reported a position in Simplify Enhanced Income ETF in Q1 2024 and held it in 1 quarter.
  • WR Wealth Planners's Simplify Enhanced Income ETF position peaked at $878 in Q1 2024.
  • 83 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.