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Simplify Exchange Traded Fun shares owned by Sowell Financial Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Sowell Financial Services from 13F filings

Historical chart of Sowell Financial Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 88k 31.24

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Amazon (AMZN)
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Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Active Bd Etf (BOND)
JPMorgan Chase & Co. (JPM)

View all positions for Sowell Financial Services

Top funds holding Simplify Exchange Traded Fun

WealthPlan Investment Management
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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