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Simplify Exchange Traded Fun shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.7M 315k 27.67
2024-03-31 $3.1M 116k 26.49
2023-09-30 $432k 18k 24.37

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Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Simplify Exchange Traded Fun

Private Advisor
Feltz Wealth PLAN
Keudell/Morrison Wealth Management
CWM
Financial Enhancement
WealthPlan Investment Management
Ameritas Advisory Services
LPL Financial
Arq Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Smith, Moore & Co.
Steward Partners Investment Advisory
Stratos Wealth Advisors
Lionsbridge Wealth Management

View all funds holding Simplify Exchange Traded Fun