Ameritas Advisory Services’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 | $4.13M | Sell |
137,542
-210,508
| -60% | -$6.33M | 0.22% | 102 |
|
|
2025
Q1 | $10.2M | Sell |
348,050
-67,491
| -16% | -$1.98M | 0.41% | 45 |
|
|
2024
Q4 | $12.3M | Buy |
415,541
+90,549
| +28% | +$2.67M | 0.42% | 47 |
|
|
2024
Q3 | $9.39M | Sell |
324,992
-99,426
| -23% | -$2.87M | 0.41% | 51 |
|
|
2024
Q2 | $11.7M | Buy |
424,418
+4,345
| +1% | +$120K | 0.44% | 48 |
|
|
2024
Q1 | $11M | Buy |
420,073
+328,616
| +359% | +$8.61M | 0.45% | 47 |
|
|
2023
Q4 | $2.36M | Sell |
91,457
-356,284
| -80% | -$9.21M | 0.13% | 151 |
|
|
2023
Q3 | $10.9M | Buy |
447,741
+81,486
| +22% | +$1.99M | 0.55% | 40 |
|
|
2023
Q2 | $9.05M | Buy |
366,255
+94,740
| +35% | +$2.34M | 1.16% | 13 |
|
|
2023
Q1 | $6.43M | Sell |
271,515
-142,847
| -34% | -$3.38M | 0.32% | 66 |
|
|
2022
Q4 | $9.35M | Buy |
+414,362
| New | +$9.35M | 0.43% | 47 |
|