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Simplify Exchange Traded Fun shares owned by Cambridge Advisors

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

Historical chart of Cambridge Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Cambridge Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 33k 32.05
2025-09-30 $986k 32k 31.24
2025-06-30 $999k 33k 30.05
2025-03-31 $549k 19k 28.58

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View all positions for Cambridge Advisors

Top funds holding Simplify Exchange Traded Fun

WealthPlan Investment Management
CWM
LPL Financial
Leo Wealth
Feltz Wealth PLAN
Stephens
Arq Wealth Advisors
Ameritas Advisory Services
UBS Group
Private Advisor
HighTower Advisors
Envestnet Asset Management
Harmony Asset Management
Mml Investors Services
Steward Partners Investment Advisory

View all funds holding Simplify Exchange Traded Fun