HEQT — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Advisory Services Network, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (HEQT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q1)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 396 -44,373 -99.1% 0.00% $12K $31.14
2025 Q2 ADDED 44,769 +3,856 +9.4% 0.02% $1.4M $29.86
2025 Q1 INITIATED 40,913 — — 0.02% $1.2M $28.30
% of Fund (quarterly)    HEQT price (monthly, adj. close)

Other funds also holding HEQT

As of 2025 Q4 — sorted by position size

Keudell/Morrison Wealth Management 3Y 3.48% ARQ WEALTH ADVISORS, LLC 3Y 2.36% Sound Financial Strategies Group, LLC 3Y 2.28% WealthPLAN Partners, LLC 3Y 7Y 1.46% HARMONY ASSET MANAGEMENT LLC 1.15% WealthPlan Investment Management, LLC 3Y 1.14% ATX Financial Planning, LLC 1.11% BFI Wealth Solutions, LLC 1.07% Leo Wealth, LLC 0.77% Peterson Wealth Advisors, LLC 3Y 7Y 0.55%
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