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 |
|---|---|---|---|
| 2025-09-30 | $6.2M | 198k | 31.24 |
| 2025-06-30 | $7.8M | 259k | 30.05 |
| 2025-03-31 | $23M | 820k | 28.58 |
| 2024-12-31 | $21M | 697k | 29.48 |
| 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 |