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Central Trust Company’s Simplify Hedged Equity ETF HEQT Stock Holding History

Central Trust Company’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
Q3 		– Sell
-376
Closed -$10.4K – 1475
2024
Q2 		$10.4K Hold
376
– – ﹤0.01% 1060
2024
Q1 		$9.96K Buy
+376
New +$9.73K ﹤0.01% 1082
2023
Q2 		– Sell
-100
Closed -$2.36K – 1258
2023
Q1 		$2.36K Buy
+100
New +$2.33K ﹤0.01% 1183

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Central Trust Company's HEQT Position: Q3 2024 in Review

Central Trust Company sold out of Simplify Hedged Equity ETF (HEQT) in Q3 2024, closing a stake of 376 shares — an estimated $10.4K sold.

Central Trust Company first reported a position in HEQT in Q1 2023 and held it in 3 quarters. The position peaked at $10.4K in Q2 2024. 36 funds tracked by Wall St. Rank hold HEQT as of Q3 2024.

  • Central Trust Company reported no remaining Simplify Hedged Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Central Trust Company sold 376 Simplify Hedged Equity ETF shares in Q3 2024, an estimated $10.4K.
  • Central Trust Company first reported a position in Simplify Hedged Equity ETF in Q1 2023 and held it in 3 quarters.
  • Central Trust Company's Simplify Hedged Equity ETF position peaked at $10.4K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2024.

Based on Central Trust Company's 13F filing for Q3 2024, filed 22 Oct 2024.