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Simplify Exchange Traded Fun shares owned by Resources Investment Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Resources Investment Advisors from 13F filings

Historical chart of Resources Investment Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Resources Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 84k 32.05
2025-09-30 $2.2M 72k 31.24
2025-06-30 $2.1M 70k 30.05
2025-03-31 $1.8M 65k 28.58
2024-12-31 $399k 14k 29.48

More positions owned by Resources Investment Advisors

Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Mbs Etf (MBB)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Resources Investment Advisors

Top funds holding Simplify Exchange Traded Fun

CWM
WealthPlan Investment Management
Keudell/Morrison Wealth Management
LPL Financial
Leo Wealth
Feltz Wealth PLAN
Arq Wealth Advisors
Stephens
Private Advisor
HighTower Advisors
Envestnet Asset Management
Meridian Wealth Management
Mml Investors Services
Steward Partners Investment Advisory
Peterson Wealth Advisors

View all funds holding Simplify Exchange Traded Fun