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Simplify Exchange Traded Fun shares owned by Feltz Wealth PLAN

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Feltz Wealth PLAN from 13F filings

Historical chart of Feltz Wealth PLAN investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Feltz Wealth PLAN consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 547k 25.26
2023-09-30 $13M 549k 24.37
2023-06-30 $9.9M 398k 24.81
2023-03-31 $14B 573k 23629.74
2022-12-31 $23M 963k 23.72

More positions owned by Feltz Wealth PLAN

Apple (AAPL)
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Vanguard Index Fds Total Stk Mkt (VTI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Amazon (AMZN)
Pimco Etf Tr Muni Income Opp (MINO)

View all positions for Feltz Wealth PLAN

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