Stratos Wealth Advisors »

Simplify Exchange Traded Fun shares owned by Stratos Wealth Advisors

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

Historical chart of Stratos Wealth 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 Stratos Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Stratos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 157k 28.88
2024-06-30 $4.1M 150k 27.67
2024-03-31 $3.8M 144k 26.49
2023-12-31 $3.4M 137k 25.26
2023-09-30 $3.3M 136k 24.37
2023-06-30 $3.3M 134k 24.81