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Simplify Exchange Traded Fun shares owned by Kestra Advisory Services

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

Historical chart of Kestra 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 Kestra 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 Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $50k 1.5k 32.04

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View all positions for Kestra Advisory Services

Top funds holding Simplify Exchange Traded Fun

CWM
WealthPlan Investment Management
Keudell/Morrison Wealth Management
LPL Financial
Leo Wealth
Feltz Wealth PLAN
Arq Wealth Advisors
Stephens
Private Advisor
HighTower Advisors
Envestnet Asset Management
Meridian Wealth Management
Mml Investors Services
Steward Partners Investment Advisory
Peterson Wealth Advisors

View all funds holding Simplify Exchange Traded Fun