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Simplify Exchange Traded Fun shares owned by Plan Group Financial

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $251k 7.8k 32.05

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View all positions for Plan Group Financial

Top funds holding Simplify Exchange Traded Fun

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CWM
WealthPlan Investment Management
Keudell/Morrison Wealth Management
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Leo Wealth
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Arq Wealth Advisors
Stephens
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HighTower Advisors
Envestnet Asset Management
Meridian Wealth Management
Peterson Wealth Advisors
Financial Enhancement

View all funds holding Simplify Exchange Traded Fun