Cetera Investment Advisers’s Simplify Hedged Equity ETF HEQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Sell |
25,355
-150
| -0.6% | -$4.51K | ﹤0.01% | 2620 |
|
|
2025
Q1 | $729K | Buy |
25,505
+2,523
| +11% | +$72.1K | ﹤0.01% | 2527 |
|
|
2024
Q4 | $678K | Sell |
22,982
-8,184
| -26% | -$241K | ﹤0.01% | 2445 |
|
|
2024
Q3 | $900K | Sell |
31,166
-177,462
| -85% | -$5.13M | ﹤0.01% | 2197 |
|
|
2024
Q2 | $5.77M | Sell |
208,628
-5,710
| -3% | -$158K | 0.01% | 929 |
|
|
2024
Q1 | $5.68M | Buy |
+214,338
| New | +$5.68M | 0.01% | 923 |
|