Simplify Exchange Traded Fun shares owned by CWM
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by CWM
from 13F filings
Historical chart of CWM investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by CWM consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 586k | 31.24 |
| 2025-06-30 | $17M | 576k | 30.05 |
| 2025-03-31 | $15M | 540k | 28.58 |
| 2024-12-31 | $15M | 507k | 29.48 |
| 2024-09-30 | $14M | 471k | 28.88 |
| 2024-06-30 | $10M | 371k | 27.67 |
| 2024-03-31 | $8.7M | 328k | 26.49 |
| 2023-12-31 | $903k | 36k | 25.27 |
| 2023-09-30 | $717k | 29k | 24.36 |
| 2023-06-30 | $47k | 1.9k | 24.82 |