Simplify Exchange Traded Fun shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 654k | 31.24 |
| 2025-06-30 | $20M | 659k | 30.23 |
| 2025-03-31 | $13M | 463k | 28.58 |
| 2024-12-31 | $18M | 600k | 29.48 |
| 2024-09-30 | $11M | 364k | 28.88 |
| 2024-06-30 | $9.9M | 360k | 27.67 |
| 2024-03-31 | $9.6M | 364k | 26.49 |
| 2023-12-31 | $9.0M | 355k | 25.26 |
| 2023-09-30 | $8.6M | 351k | 24.37 |
| 2023-06-30 | $6.3M | 253k | 24.81 |
| 2023-03-31 | $8.6M | 366k | 23.63 |
| 2022-12-31 | $23M | 962k | 23.62 |
| 2022-09-30 | $23M | 962k | 23.79 |
More positions owned by WealthPlan Investment Management
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