Independence Wealth Advisors »

Simplify Exchange Traded Fun shares owned by Independence Wealth Advisors

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

Historical chart of Independence Wealth Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Independence Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $297k 9.3k 32.05

More positions owned by Independence Wealth Advisors

Simplify Exchange Traded Fun Managed Futures (CTA)
Select Sector Spdr Tr State Street Tec (XLK)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust State Street Spd (SPYM)
Select Sector Spdr Tr State Street Con (XLY)
Select Sector Spdr Tr State Street Hea (XLV)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPTL)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Select Sector Spdr Tr State Street Con (XLP)
Select Sector Spdr Tr State Street Fin (XLF)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Tr Msci Emg Mkt Etf (EEM)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Independence Wealth Advisors

Top funds holding Simplify Exchange Traded Fun

Private Advisor
CWM
WealthPlan Investment Management
Keudell/Morrison Wealth Management
LPL Financial
Leo Wealth
Feltz Wealth PLAN
Arq Wealth Advisors
Stephens
Kovack Advisors
HighTower Advisors
Envestnet Asset Management
Meridian Wealth Management
Peterson Wealth Advisors
Financial Enhancement

View all funds holding Simplify Exchange Traded Fun