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Simplify Exchange Traded Fun shares owned by ATX Financial Planning

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

Historical chart of ATX Financial Planning investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by ATX Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 45k 32.05

More positions owned by ATX Financial Planning

Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Innovator Etfs Trust Equity Mngd 100 (BFRZ)
Innovator Etfs Trust Uncapped Acclrtd (XUSP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Proshares Tr Ultrapro Qqq (TQQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for ATX Financial Planning

Top funds holding Simplify Exchange Traded Fun

CWM
WealthPlan Investment Management
Keudell/Morrison Wealth Management
LPL Financial
Leo Wealth
Feltz Wealth PLAN
Arq Wealth Advisors
Stephens
Private Advisor
HighTower Advisors
Envestnet Asset Management
Meridian Wealth Management
Mml Investors Services
Steward Partners Investment Advisory
Peterson Wealth Advisors

View all funds holding Simplify Exchange Traded Fun