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Simplify Exchange Traded Fun shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $26M 884k 28.88
2024-06-30 $6.7M 241k 27.67
2024-03-31 $1.1M 40k 26.49
2023-12-31 $891k 35k 25.26

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View all positions for Private Advisor

Top funds holding Simplify Exchange Traded Fun

Private Advisor
Feltz Wealth PLAN
Keudell/Morrison Wealth Management
CWM
Financial Enhancement
WealthPlan Investment Management
Ameritas Advisory Services
LPL Financial
Arq Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Smith, Moore & Co.
Steward Partners Investment Advisory
Stratos Wealth Advisors
Lionsbridge Wealth Management

View all funds holding Simplify Exchange Traded Fun