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Simplify Exchange Traded Fun shares owned by Partners Wealth Management

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

Historical chart of Partners Wealth 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 Partners Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $561k 16k 34.32

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Alphabet Cap Stk Cl A (GOOGL)
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Crowdstrike Hldgs Cl A (CRWD)
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View all positions for Partners Wealth Management

Top funds holding Simplify Exchange Traded Fun

Private Advisor
LPL Financial
CLS Investments
Rockefeller Capital Management
WealthPlan Investment Management
Independent Wealth Advisors
Arq Wealth Advisors
Resources Investment Advisors
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Meridian Wealth Management
Envestnet Asset Management
Susquehanna International
Financial Enhancement
Mml Investors Services

View all funds holding Simplify Exchange Traded Fun