Kovack Advisors »

Simplify Exchange Traded Fun shares owned by Kovack Advisors

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

Historical chart of Kovack 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 Kovack 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 Kovack Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.5k 197k 0.04

More positions owned by Kovack Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Silver Tr Ishares (SLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Kovack 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