Simplify Exchange Traded Fun shares owned by Financial Enhancement
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Financial Enhancement
from 13F filings
Historical chart of Financial Enhancement investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Financial Enhancement consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Financial Enhancement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 130k | 31.37 |
| 2025-06-30 | $3.7M | 123k | 30.15 |
| 2025-03-31 | $2.4M | 86k | 28.12 |
| 2024-12-31 | $1.8M | 60k | 29.30 |
| 2024-09-30 | $10M | 436k | 23.92 |
| 2024-06-30 | $904k | 33k | 27.63 |
| 2024-03-31 | $752k | 29k | 26.23 |
| 2023-12-31 | $947k | 37k | 25.30 |
| 2023-09-30 | $804k | 33k | 24.64 |
| 2023-06-30 | $834k | 33k | 25.07 |
| 2023-03-31 | $10M | 436k | 23.92 |
| 2022-12-31 | $8.7M | 367k | 23.65 |
| 2022-09-30 | $17M | 761k | 22.79 |