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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

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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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
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