PFG Advisors »

Simplify Exchange Traded Fun shares owned by PFG Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by PFG Advisors from 13F filings

Historical chart of PFG Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by PFG Advisors 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 PFG Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $757k 24k 31.24
2025-06-30 $653k 22k 30.05
2025-03-31 $678k 24k 28.58
2024-12-31 $706k 24k 29.48
2024-09-30 $715k 25k 28.88

More positions owned by PFG Advisors

Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for PFG Advisors

Top funds holding Simplify Exchange Traded Fun

WealthPlan Investment Management
CWM
Keudell/Morrison Wealth Management
LPL Financial
Feltz Wealth PLAN
Stephens
Arq Wealth Advisors
Ameritas Advisory Services
UBS Group
Private Advisor
HighTower Advisors
Smith, Moore & Co.
Envestnet Asset Management
Peterson Wealth Advisors
Harmony Asset Management

View all funds holding Simplify Exchange Traded Fun