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Simplify Exchange Traded Fun shares owned by Principal Securities

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

Historical chart of Principal Securities investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Principal Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $48k 1.5k 31.24
2025-06-30 $30k 1.0k 30.05
2025-03-31 $30k 1.0k 29.48
2024-12-31 $30k 1.0k 29.48
2024-09-30 $0 0 0.00

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Principal Exchange Traded Focused Blue Chi (BCHP)
Principal Exchange Traded Prin U S Small (PSC)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Principal Exchange Traded Intl Equity Etf (PIEQ)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Principal Securities

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