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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

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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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
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