Northwest Capital Management »

Simplify Exchange Traded Fun shares owned by Northwest Capital Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Northwest Capital Management from 13F filings

Historical chart of Northwest Capital Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Northwest Capital Management 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 Northwest Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $49k 1.8k 26.49
2023-12-31 $47k 1.8k 25.26
2023-09-30 $45k 1.8k 24.37
2023-06-30 $46k 1.8k 24.81

More positions owned by Northwest Capital Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Long Term Us (SCHQ)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Procter & Gamble Company (PG)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Northwest Capital Management

Top funds holding Simplify Exchange Traded Fun

Feltz Wealth PLAN
WealthPlan Investment Management
CWM
HighTower Advisors
Commonwealth Equity Services
Arq Wealth Advisors
Portside Wealth Group
Orion Portfolio Solutions
Stratos Wealth Advisors
Prosperity Consulting Group
Steward Partners Investment Advisory
Lionsbridge Wealth Management
Ameritas Advisory Services
Wealth Enhancement Advisory Services
Captrust Financial Advisors

View all funds holding Simplify Exchange Traded Fun