Avantax Advisory Services’s Simplify Hedged Equity ETF HEQT Stock Holding History

Avantax Advisory Services’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
2023 Q4	–	Sell	-110,996	Closed	-$2.7M	–	1618
2023 Q3	$2.7M	Sell	110,996 -4,761	-4%	-$119K	0.03%	378
2023 Q2	$2.87M	Buy	115,757 +4,450	+4%	+$108K	0.03%	363
2023 Q1	$2.63M	Buy	111,307 +13,562	+14%	+$315K	0.03%	365
2022 Q4	$2.21M	Buy	97,745 +11,650	+14%	+$272K	0.03%	390
2022 Q3	$1.96M	Buy	86,095 +28,695	+50%	+$677K	0.03%	377
2022 Q2	$1.32M	Buy	+57,400	New	+$1.35M	0.02%	478

Other funds holding HEQT

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Avantax Advisory Services's HEQT Position: Q4 2023 in Review

Avantax Advisory Services sold out of Simplify Hedged Equity ETF (HEQT) in Q4 2023, closing a stake of 110,996 shares — an estimated $2.7M sold.

Avantax Advisory Services first reported a position in HEQT in Q2 2022 and held it in 6 quarters. The position peaked at $2.87M in Q2 2023. 35 funds tracked by Wall St. Rank hold HEQT as of Q4 2023.

Avantax Advisory Services reported no remaining Simplify Hedged Equity ETF position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 110,996 Simplify Hedged Equity ETF shares in Q4 2023, an estimated $2.7M.
Avantax Advisory Services first reported a position in Simplify Hedged Equity ETF in Q2 2022 and held it in 6 quarters.
Avantax Advisory Services's Simplify Hedged Equity ETF position peaked at $2.87M in Q2 2023.
35 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.