Ownership history in WealthPLAN Partners, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, 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 β sourced directly from SEC EDGAR 13F filings.
π WealthPLAN Partners, LLC underperformed the S&P 500 by β7.1% annually on this HEQT position. Timing score: 64% (7/11 decisions correct). Average cost basis: $23.95. Maximum drawdown during holding period: β2.8%.
β Significantly underperformed the S&P 500 by 7.1% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 11 add/trim decisions correct
Best entry: $23.02 (2023 Q3) Β· Worst: $31.14 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 7 trims. Bought during 2 of 2 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.46% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size