Carson Wealth (CWM LLC)’s Simplify Hedged Equity ETF HEQT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Buy |
576,177
+35,965
| +7% | +$1.08M | 0.06% | 273 |
|
|
2025
Q1 | $15.4M | Buy |
540,212
+32,988
| +7% | +$943K | 0.06% | 265 |
|
|
2024
Q4 | $15M | Buy |
507,224
+36,337
| +8% | +$1.07M | 0.06% | 251 |
|
|
2024
Q3 | $13.6M | Buy |
470,887
+99,908
| +27% | +$2.89M | 0.06% | 264 |
|
|
2024
Q2 | $10.3M | Buy |
370,979
+42,883
| +13% | +$1.19M | 0.05% | 287 |
|
|
2024
Q1 | $8.69M | Buy |
328,096
+292,363
| +818% | +$7.74M | 0.04% | 315 |
|
|
2023
Q4 | $903K | Buy |
35,733
+6,295
| +21% | +$159K | ﹤0.01% | 850 |
|
|
2023
Q3 | $717K | Buy |
29,438
+27,544
| +1,454% | +$671K | ﹤0.01% | 857 |
|
|
2023
Q2 | $47K | Buy |
+1,894
| New | +$47K | ﹤0.01% | 2036 |
|