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Simplify Exchange Traded Fun shares owned by Diversify Advisory Services

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

Historical chart of Diversify Advisory Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Diversify Advisory 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 Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $344k 10k 34.61
2026-06-30 $380k 11k 33.41
2025-12-31 $349k 11k 32.37
2024-03-31 $769k 29k 26.43

More positions owned by Diversify Advisory Services

NVIDIA Corporation (NVDA)
Spdr Series Trust ST STR P500GRW (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust St Str P500val (SPYV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Micron Technology (MU)

View all positions for Diversify Advisory Services

Top funds holding Simplify Exchange Traded Fun

Private Advisor
LPL Financial
CLS Investments
Rockefeller Capital Management
WealthPlan Investment Management
Independent Wealth Advisors
Arq Wealth Advisors
Resources Investment Advisors
Kovack Advisors
HighTower Advisors
Meridian Wealth Management
Envestnet Asset Management
Susquehanna International
Financial Enhancement
Mml Investors Services

View all funds holding Simplify Exchange Traded Fun