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Simplify Exchange Traded Fun shares owned by Brookwood Investment Group

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

Historical chart of Brookwood Investment 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 Brookwood Investment 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 Brookwood Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $305k 9.8k 31.24

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Broadcom (AVGO)
Meta Platforms Cl A (META)
Pimco Etf Tr Multisector Bd (PYLD)
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Alphabet Cap Stk Cl A (GOOGL)
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View all positions for Brookwood Investment Group

Top funds holding Simplify Exchange Traded Fun

WealthPlan Investment Management
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Feltz Wealth PLAN
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View all funds holding Simplify Exchange Traded Fun