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Simplify Exchange Traded Fun shares owned by Portside Wealth Group

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

Historical chart of Portside Wealth Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.8M 181k 26.49

More positions owned by Portside Wealth Group

Amazon Call Option (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
Netflix (NFLX)
Visa Com Cl A (V)
Alphabet Cap Stk Cl C (GOOG)
salesforce (CRM)
Servicenow (NOW)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Novo-nordisk A S Adr (NVO)
Mastercard Incorporated Cl A (MA)
Thermo Fisher Scientific (TMO)
Accenture Plc Ireland Shs Class A (ACN)
Airbnb Com Cl A (ABNB)

View all positions for Portside Wealth Group

Top funds holding Simplify Exchange Traded Fun

Feltz Wealth PLAN
WealthPlan Investment Management
CWM
HighTower Advisors
Commonwealth Equity Services
Arq Wealth Advisors
Norden Group
Portside Wealth Group
Orion Portfolio Solutions
Stratos Wealth Advisors
Steward Partners Investment Advisory
Lionsbridge Wealth Management
Ameritas Advisory Services
Wealth Enhancement Advisory Services
Captrust Financial Advisors

View all funds holding Simplify Exchange Traded Fun