AE Wealth Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
6,727
-1,741
-21% -$52.3K ﹤0.01% 1307
2025
Q1
$242K Sell
8,468
-1,501
-15% -$42.9K ﹤0.01% 1196
2024
Q4
$294K Buy
+9,969
New +$294K ﹤0.01% 1112