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Simplify Exchange Traded Fun shares owned by Assetmark

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 628 31.24
2025-06-30 $19k 628 30.05
2025-03-31 $35k 1.2k 28.58
2024-12-31 $35k 1.2k 29.48

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Top funds holding Simplify Exchange Traded Fun

WealthPlan Investment Management
CWM
Keudell/Morrison Wealth Management
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Feltz Wealth PLAN
Stephens
Arq Wealth Advisors
Ameritas Advisory Services
UBS Group
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HighTower Advisors
Smith, Moore & Co.
Envestnet Asset Management
Peterson Wealth Advisors
Harmony Asset Management

View all funds holding Simplify Exchange Traded Fun