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Alliance Wealth Advisors (Utah)’s Simplify Hedged Equity ETF HEQT Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio HEQT Stock Details HEQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-122,072
Closed -$3.23M – 236
2024
Q1 		$3.23M Buy
+122,072
New +$3.16M 0.96% 28

Other funds holding HEQT

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s HEQT Position: Q2 2024 in Review

Alliance Wealth Advisors (Utah) sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2024, closing a stake of 122,072 shares — an estimated $3.23M sold.

Alliance Wealth Advisors (Utah) first reported a position in HEQT in Q1 2024 and held it in 1 quarter. The position peaked at $3.23M in Q1 2024. 42 funds tracked by Wall St. Rank hold HEQT as of Q2 2024.

  • Alliance Wealth Advisors (Utah) reported no remaining Simplify Hedged Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 122,072 Simplify Hedged Equity ETF shares in Q2 2024, an estimated $3.23M.
  • Alliance Wealth Advisors (Utah) first reported a position in Simplify Hedged Equity ETF in Q1 2024 and held it in 1 quarter.
  • Alliance Wealth Advisors (Utah)'s Simplify Hedged Equity ETF position peaked at $3.23M in Q1 2024.
  • 42 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2024, filed 2 Aug 2024.