Simplify Exchange Traded Fun shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 127k | 31.24 |
| 2025-06-30 | $3.1M | 106k | 29.48 |
| 2025-03-31 | $2.9M | 101k | 28.58 |
| 2024-12-31 | $2.9M | 100k | 28.88 |
| 2024-09-30 | $2.9M | 100k | 28.88 |
| 2024-03-31 | $3.9M | 147k | 26.49 |
| 2023-12-31 | $408k | 16k | 25.26 |
| 2023-09-30 | $403k | 17k | 24.37 |
| 2023-06-30 | $182k | 7.3k | 24.81 |
| 2023-03-31 | $76k | 3.2k | 23.63 |
| 2022-12-31 | $70k | 3.1k | 22.30 |
| 2022-09-30 | $19k | 812 | 22.86 |
| 2022-06-30 | $11k | 462 | 23.81 |
| 2022-03-31 | $11k | 462 | 23.81 |
| 2021-12-31 | $12k | 462 | 25.97 |