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Simplify Exchange Traded Fun shares owned by Leo Wealth

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

Historical chart of Leo Wealth investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Leo Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $11M 332k 32.05
2025-06-30 $4.6M 152k 30.05

More positions owned by Leo Wealth

Vanguard World Esg Us Stk Etf (ESGV)
Affirm Hldgs Com Cl A (AFRM)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard World Esg Intl Stk Etf (VSGX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Johnson & Johnson (JNJ)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPLG)
Amazon (AMZN)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Leo Wealth

Top funds holding Simplify Exchange Traded Fun

WealthPlan Investment Management
CWM
LPL Financial
Leo Wealth
Feltz Wealth PLAN
Stephens
Arq Wealth Advisors
Ameritas Advisory Services
UBS Group
Private Advisor
HighTower Advisors
Envestnet Asset Management
Harmony Asset Management
Mml Investors Services
Steward Partners Investment Advisory

View all funds holding Simplify Exchange Traded Fun