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Simplify Exchange Traded Fun shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Simplify Exchange Traded Fun

Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 20251M2M3M4M5M50k100k150k200k
Value ($)Share countHistorical HEQT position of Commonwealth Equity Services Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 38k 29.47
2024-09-30 $2.4M 84k 28.88
2024-06-30 $2.8M 100k 27.67
2024-03-31 $5.4M 203k 26.49
2023-12-31 $5.2M 207k 25.26
2023-09-30 $4.7M 193k 24.37
2023-06-30 $2.6M 107k 24.81
2023-03-31 $2.5M 105k 23.62