Avior 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 Q1	–	Sell	-3,656	Closed	-$108K	–	1432
2024 Q4	$108K	Hold	3,656	–	–	﹤0.01%	873
2024 Q3	$106K	Sell	3,656 -525	-13%	-$15.2K	﹤0.01%	873
2024 Q2	$116K	Sell	4,181 -726	-15%	-$20.1K	0.01%	817
2024 Q1	$130K	Buy	+4,907	New	+$130K	0.01%	858