Cetera Advisor Networks’s Simplify Hedged Equity ETF HEQT Stock Holding History

Cetera Advisor Networks’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 Q1	$5.68M	Sell	214,338 -34,093	-14%	-$882K	0.03%	576
2023 Q4	$6.28M	Sell	248,431 -10,871	-4%	-$271K	0.03%	476
2023 Q3	$6.32M	Sell	259,302 -35,429	-12%	-$883K	0.04%	432
2023 Q2	$7.31M	Sell	294,731 -2,749	-0.9%	-$66.5K	0.05%	366
2023 Q1	$7.03M	Buy	297,480 +4,088	+1%	+$95K	0.05%	366
2022 Q4	$6.62M	Buy	+293,392	New	+$6.84M	0.05%	362

Other funds holding HEQT

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 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

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Advisor Networks's HEQT Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Simplify Hedged Equity ETF (HEQT) stake by 14% in Q1 2024, selling an estimated $882K and leaving 214,338 shares worth $5.68M. The position accounts for 0.03% of the portfolio, ranked #576.

Cetera Advisor Networks first reported a position in HEQT in Q4 2022 and has held it in 6 quarters since. The position peaked at $7.31M in Q2 2023. 59 funds tracked by Wall St. Rank hold HEQT as of Q1 2024.

Cetera Advisor Networks held 214,338 shares of Simplify Hedged Equity ETF worth $5.68M as of Q1 2024.
Cetera Advisor Networks sold 34,093 Simplify Hedged Equity ETF shares in Q1 2024, an estimated $882K.
Simplify Hedged Equity ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #576 holding.
Cetera Advisor Networks first reported a position in Simplify Hedged Equity ETF in Q4 2022 and has held it in 6 quarters since.
Cetera Advisor Networks's Simplify Hedged Equity ETF position peaked at $7.31M in Q2 2023.
59 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.