Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: HEQT
- CUSIP Number: 82889n764
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Private Advisor | 884k | $26M | 267% | Sep 2024 |
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Feltz Wealth PLAN | 564k | $16M | 3% | Sep 2024 |
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Keudell/Morrison Wealth Management | 517k | $15M | -1% | Dec 2024 |
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CWM | 471k | $14M | 27% | Sep 2024 |
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Ameritas Advisory Services | 416k | $12M | 28% | Dec 2024 |
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LPL Financial | 368k | $11M | 17% | Sep 2024 |
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WealthPlan Investment Management | 364k | $11M | 1% | Sep 2024 |
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Arq Wealth Advisors | 240k | $6.8M | 1% | Sep 2024 |
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Smith, Moore & Co. | 201k | $5.8M | -1% | Sep 2024 |
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Steward Partners Investment Advisory | 176k | $5.1M | 1% | Sep 2024 |
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Lionsbridge Wealth Management | 176k | $5.2M | 41% | Dec 2024 |
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HighTower Advisors | 171k | $4.9M | -24% | Sep 2024 |
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Stratos Wealth Advisors | 167k | $4.9M | 6% | Dec 2024 |
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UBS Group | 144k | $4.2M | 1278% | Sep 2024 |
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Advisor Group Holdings | 100k | $2.9M | 100% | Sep 2024 |
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Commonwealth Equity Services | 84k | $2.4M | -16% | Sep 2024 |
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Harmony Asset Management | 77k | $2.2M | 32% | Sep 2024 |
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Financial Enhancement | 60k | $1.8M | -86% | Dec 2024 |
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Captrust Financial Advisors | 55k | $1.6M | -25% | Sep 2024 |
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Peterson Wealth Advisors | 54k | $1.6M | 42% | Dec 2024 |
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Stephens | 34k | $996k | 100% | Dec 2024 |
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Envestnet Asset Management | 32k | $912k | -2% | Sep 2024 |
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Cetera Investment Advisers | 31k | $900k | -85% | Sep 2024 |
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Mariner Wealth Advisors | 28k | $812k | -37% | Sep 2024 |
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PFG Advisors | 25k | $715k | 100% | Sep 2024 |
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Middleton & Company | 16k | $461k | -21% | Sep 2024 |
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Hilltop Holdings | 15k | $431k | 100% | Sep 2024 |
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Atria Wealth Solutions | 14k | $406k | -2% | Sep 2024 |
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Bay Rivers Group | 13k | $383k | 100% | Dec 2024 |
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Proficio Capital Partners | 11k | $302k | 0% | Sep 2024 |
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Northwest Capital Management | 5.5k | $158k | 3% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 3.7k | $108k | 0% | Dec 2024 |
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Jpmorgan Chase & Co | 3.2k | $94k | 319% | Sep 2024 |
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DHJJ Financial Advisors | 20.00 | $590.000000 | 0% | Dec 2024 |
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Who sold out of Simplify Exchange Traded Fun?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Dynamic Advisors Solutions | Sep 2024 | 81k | $2.3M |
Susquehanna International | Jun 2024 | 16k | $433k |
Wolverine Trading | Jun 2024 | 9.0k | $250k |
Wealthcare Advisory Partners | Sep 2024 | 7.1k | $205k |
Foundations Investment Advisors | Sep 2024 | 6.9k | $201k |
Penserra Capital Management | Jun 2024 | 286.00 | $8.0k |
Royal Bank of Canada | Jun 2024 | 197.00 | $5.0k |