Bay Rivers Group »

Simplify Exchange Traded Fun shares owned by Bay Rivers Group

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

Historical chart of Bay Rivers Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Bay Rivers Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $517k 17k 31.24
2025-06-30 $435k 15k 30.05
2025-03-31 $402k 14k 28.58
2024-12-31 $383k 13k 29.48

More positions owned by Bay Rivers Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
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Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Meta Platforms Cl A (META)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)

View all positions for Bay Rivers Group

Top funds holding Simplify Exchange Traded Fun

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

View all funds holding Simplify Exchange Traded Fun