Simplify Exchange Traded Fun shares owned by Orion Portfolio Solutions
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Orion Portfolio Solutions
from 13F filings
Historical chart of Orion Portfolio Solutions investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Orion Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.4M | 175k | 25.29 |
| 2023-09-30 | $3.5M | 145k | 24.37 |
| 2023-06-30 | $7.8M | 316k | 24.81 |
| 2023-03-31 | $4.1M | 175k | 23.63 |
| 2022-12-31 | $432k | 19k | 22.57 |
| 2022-09-30 | $347k | 15k | 22.77 |
| 2022-06-30 | $354k | 15k | 23.01 |
| 2022-03-31 | $441k | 18k | 24.50 |