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Simplify Exchange Traded Fun shares owned by Proficio Capital Partners

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Proficio Capital Partners from 13F filings

Historical chart of Proficio Capital Partners investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Proficio Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $327k 11k 31.24
2025-06-30 $315k 11k 30.05
2025-03-31 $299k 11k 28.58
2024-12-31 $309k 11k 29.48
2024-09-30 $302k 11k 28.88
2024-06-30 $290k 11k 27.67
2024-03-31 $277k 11k 26.49