Simplify Exchange Traded Fun shares owned by CLS Investments
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by CLS Investments
from 13F filings
Historical chart of CLS Investments investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by CLS Investments consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by CLS Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $9.1M | 290k | 31.50 |
| 2024-03-31 | $14M | 542k | 26.49 |
| 2023-12-31 | $4.4M | 175k | 25.29 |
| 2023-09-30 | $3.5M | 145k | 24.37 |
| 2023-06-30 | $7.8M | 316k | 24.81 |
| 2023-03-31 | $4.1M | 175k | 23.63 |
| 2022-12-31 | $3.5M | 156k | 22.57 |
| 2022-09-30 | $2.7M | 120k | 22.79 |
| 2022-06-30 | $2.9M | 125k | 23.00 |
| 2022-03-31 | $3.5M | 142k | 24.53 |