Victory Financial Group »

Simplify Exchange Traded Fun shares owned by Victory Financial Group

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

Historical chart of Victory Financial Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Victory Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 117k 31.24
2025-06-30 $3.5M 115k 30.05
2025-03-31 $3.4M 119k 28.58
2024-12-31 $382k 13k 29.48

More positions owned by Victory Financial Group

Ishares Tr Rus Tp200 Gr Etf (IWY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded SHS (FVD)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)

View all positions for Victory Financial Group

Top funds holding Simplify Exchange Traded Fun

WealthPlan Investment Management
CWM
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