Simplify Exchange Traded Fun shares owned by Arq Wealth Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Arq Wealth Advisors
from 13F filings
Historical chart of Arq Wealth Advisors investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Arq Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.8M | 240k | 28.45 |
| 2024-06-30 | $6.5M | 237k | 27.67 |
| 2024-03-31 | $6.1M | 232k | 26.49 |
| 2023-12-31 | $4.9M | 196k | 25.26 |
| 2023-09-30 | $4.2M | 174k | 24.37 |
| 2023-06-30 | $4.4M | 178k | 24.81 |
| 2023-03-31 | $511k | 22k | 23.63 |