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Simplify Exchange Traded Fun shares owned by Baer Investment Advisory

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

Historical chart of Baer Investment Advisory investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Baer Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.4M 108k 31.50

More positions owned by Baer Investment Advisory

Taiwan Semiconductor Manufac Call Call Option
Nvidia Corporation Call Call Option
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Emcor (EME)
Deere & Company (DE)
Ferrari Nv Ord (RACE)
Analog Devices (ADI)
Ecolab (ECL)
Amphenol Corp Cl A (APH)
Netflix (NFLX)
Apple (AAPL)
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Texas Instruments Incorporated (TXN)
International Business Machines (IBM)

View all positions for Baer Investment Advisory

Top funds holding Simplify Exchange Traded Fun

CWM
LPL Financial
Private Advisor
WealthPlan Investment Management
Leo Wealth
Arq Wealth Advisors
CLS Investments
Kovack Advisors
Feltz Wealth PLAN
Rockefeller Capital Management
Independent Wealth Advisors
TSG Advice Partners
HighTower Advisors
Meridian Wealth Management
Financial Enhancement

View all funds holding Simplify Exchange Traded Fun