Matrix Trust »

Simplify Exchange Traded Fun shares owned by Matrix Trust

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

Historical chart of Matrix Trust investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Matrix Trust 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 Matrix Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $304k 12k 26.52

More positions owned by Matrix Trust

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr MRNGSTR LG-CP VL (ILCV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Hartford Fds Exchange Traded Hartford Quality (QUVU)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr MRGSTR SM CP GR (ISCG)

View all positions for Matrix Trust

Top funds holding Simplify Exchange Traded Fun

3EDGE Asset Management
Townsquare Capital
Feltz Wealth PLAN
Orion Portfolio Solutions
Keudell/Morrison Wealth Management
WealthPlan Investment Management
CWM
HighTower Advisors
Commonwealth Equity Services
Smith, Moore & Co.
Arq Wealth Advisors
Portside Wealth Group
Advisor Group Holdings
Stratos Wealth Advisors
Prosperity Consulting Group

View all funds holding Simplify Exchange Traded Fun