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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
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

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

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