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

Baker Tilly Wealth Management’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
-59,619
Closed -$1.58M – 335
2024
Q1 		$1.58M Buy
+59,619
New +$1.54M 0.29% 83

Other funds holding HEQT

WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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 $2.01B AUM 27.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Baker Tilly Wealth Management's HEQT Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2024, closing a stake of 59,619 shares — an estimated $1.58M sold.

Baker Tilly Wealth Management first reported a position in HEQT in Q1 2024 and held it in 1 quarter. The position peaked at $1.58M in Q1 2024. 42 funds tracked by Wall St. Rank hold HEQT as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Simplify Hedged Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 59,619 Simplify Hedged Equity ETF shares in Q2 2024, an estimated $1.58M.
  • Baker Tilly Wealth Management first reported a position in Simplify Hedged Equity ETF in Q1 2024 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Simplify Hedged Equity ETF position peaked at $1.58M in Q1 2024.
  • 42 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.