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Simplify Exchange Traded Fun shares owned by Cetera Investment Advisers

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

Historical chart of Cetera Investment Advisers investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.8M 209k 27.67
2024-03-31 $5.7M 214k 26.49

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View all positions for Cetera Investment Advisers

Top funds holding Simplify Exchange Traded Fun

Private Advisor
Feltz Wealth PLAN
Keudell/Morrison Wealth Management
CWM
Financial Enhancement
LPL Financial
WealthPlan Investment Management
Ameritas Advisory Services
Arq Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Smith, Moore & Co.
Steward Partners Investment Advisory
Stratos Wealth Advisors
Lionsbridge Wealth Management

View all funds holding Simplify Exchange Traded Fun