Simplify Exchange Traded Fun shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 51k | 31.24 |
| 2025-06-30 | $1.5M | 51k | 30.05 |
| 2025-03-31 | $1.4M | 51k | 28.57 |
| 2024-12-31 | $1.6M | 55k | 29.48 |
| 2024-09-30 | $1.6M | 55k | 28.88 |
| 2024-06-30 | $2.0M | 74k | 27.67 |
| 2024-03-31 | $2.0M | 74k | 26.49 |
| 2023-12-31 | $1.9M | 74k | 25.26 |
| 2023-09-30 | $1.8M | 76k | 24.37 |
| 2023-06-30 | $2.0M | 80k | 24.81 |
| 2023-03-31 | $8.2M | 348k | 23.63 |
| 2022-12-31 | $17M | 772k | 22.57 |
More positions owned by Captrust Financial Advisors
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