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
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Cetera Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $726k | 23k | 31.24 |
| 2025-06-30 | $762k | 25k | 30.05 |
| 2025-03-31 | $729k | 26k | 28.58 |
| 2024-12-31 | $678k | 23k | 29.48 |
| 2024-09-30 | $900k | 31k | 28.88 |
| 2024-06-30 | $5.8M | 209k | 27.67 |
| 2024-03-31 | $5.7M | 214k | 26.49 |
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