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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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Ameritas Advisory Services

Quarter filed Position value Share count Share price at filing
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

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Msci Usa Mmentm (MTUM)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Covington Trust Divid Etf Risi (FDRR)
Ssga Active Etf Tr Blackstone Senr (SRLN)

View all positions for Ameritas Advisory Services

Top funds holding Simplify Exchange Traded Fun

Feltz Wealth PLAN
WealthPlan Investment Management
CWM
HighTower Advisors
Commonwealth Equity Services
Arq Wealth Advisors
Norden Group
Portside Wealth Group
Orion Portfolio Solutions
Stratos Wealth Advisors
Steward Partners Investment Advisory
Lionsbridge Wealth Management
Ameritas Advisory Services
Wealth Enhancement Advisory Services
Captrust Financial Advisors

View all funds holding Simplify Exchange Traded Fun