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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
2024-03-31 $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)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Simplify Exchange Traded Fun

Feltz Wealth PLAN
WealthPlan Investment Management
CWM
HighTower Advisors
Commonwealth Equity Services
Arq Wealth Advisors
Norden Group
Portside Wealth Group
Orion Portfolio Solutions
Stratos Wealth Advisors
Steward Partners Investment Advisory
Lionsbridge Wealth Management
Ameritas Advisory Services
Wealth Enhancement Advisory Services
Captrust Financial Advisors

View all funds holding Simplify Exchange Traded Fun