Simplify Exchange Traded Fun shares owned by Ameritas Advisory Services
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Ameritas Advisory Services
from 13F filings
Historical chart of Ameritas Advisory Services investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Ameritas Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Ameritas Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 247k | 31.24 |
| 2025-06-30 | $4.1M | 138k | 30.05 |
| 2025-03-31 | $10M | 348k | 29.36 |
| 2024-12-31 | $12M | 416k | 29.48 |
| 2024-09-30 | $9.4M | 325k | 28.88 |
| 2024-06-30 | $12M | 424k | 27.67 |
| 2024-03-31 | $11M | 420k | 26.19 |
| 2023-12-31 | $2.4M | 92k | 25.84 |
| 2023-09-30 | $11M | 448k | 24.38 |
| 2023-06-30 | $9.1M | 366k | 24.72 |
| 2023-03-31 | $6.4M | 272k | 23.69 |
| 2022-12-31 | $9.4M | 414k | 22.57 |
More positions owned by Ameritas Advisory Services
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