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Simplify Exchange Traded Fun shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory 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 Wealth Enhancement Advisory 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 Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 84k 26.49

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Simplify Exchange Traded Fun

Feltz Wealth PLAN
WealthPlan Investment Management
CWM
HighTower Advisors
Commonwealth Equity Services
Arq Wealth Advisors
Norden Group
Portside Wealth Group
Orion Portfolio Solutions
Stratos Wealth Advisors
Steward Partners Investment Advisory
Lionsbridge Wealth Management
Ameritas Advisory Services
Wealth Enhancement Advisory Services
Captrust Financial Advisors

View all funds holding Simplify Exchange Traded Fun