Simplify Exchange Traded Fun shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 140k | 31.29 |
| 2025-06-30 | $4.4M | 148k | 30.05 |
| 2025-03-31 | $4.3M | 156k | 27.65 |
| 2024-12-31 | $1.6M | 54k | 29.72 |
| 2024-09-30 | $1.1M | 38k | 28.88 |
| 2024-06-30 | $1.1M | 41k | 27.67 |
| 2024-03-31 | $861k | 33k | 26.49 |
| 2023-12-31 | $828k | 33k | 25.26 |