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Bullseye Investment Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Bullseye Investment 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
2023
Q4 		– Sell
-24,402
Closed -$595K – 52
2023
Q3 		$595K Buy
+24,402
New +$608K 0.48% 20

Other funds holding HEQT

WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $807M AUM 19.58% 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

Bullseye Investment Management's HEQT Position: Q4 2023 in Review

Bullseye Investment Management sold out of Simplify Hedged Equity ETF (HEQT) in Q4 2023, closing a stake of 24,402 shares — an estimated $595K sold.

Bullseye Investment Management first reported a position in HEQT in Q3 2023 and held it in 1 quarter. The position peaked at $595K in Q3 2023. 35 funds tracked by Wall St. Rank hold HEQT as of Q4 2023.

  • Bullseye Investment Management reported no remaining Simplify Hedged Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Bullseye Investment Management sold 24,402 Simplify Hedged Equity ETF shares in Q4 2023, an estimated $595K.
  • Bullseye Investment Management first reported a position in Simplify Hedged Equity ETF in Q3 2023 and held it in 1 quarter.
  • Bullseye Investment Management's Simplify Hedged Equity ETF position peaked at $595K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q4 2023.

Based on Bullseye Investment Management's 13F filing for Q4 2023, filed 15 Feb 2024.