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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

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Arq Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Arq Wealth Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Arq Wealth Advisors

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