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D.A. Davidson & Co’s Simplify Hedged Equity ETF HEQT Stock Holding History

D.A. Davidson & Co’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 		– Sell
-9,360
Closed -$236K – 1423
2023
Q4 		$236K Sell
9,360
-2,485
-21% -$61.9K ﹤0.01% 1193
2023
Q3 		$289K Sell
11,845
-745
-6% -$18.6K ﹤0.01% 1101
2023
Q2 		$312K Sell
12,590
-195
-2% -$4.72K ﹤0.01% 1087
2023
Q1 		$302K Buy
+12,785
New +$297K ﹤0.01% 1075

Other funds holding HEQT

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 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 $1.79B AUM 17.59% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

D.A. Davidson & Co's HEQT Position: Q1 2024 in Review

D.A. Davidson & Co sold out of Simplify Hedged Equity ETF (HEQT) in Q1 2024, closing a stake of 9,360 shares — an estimated $236K sold.

D.A. Davidson & Co first reported a position in HEQT in Q1 2023 and held it in 4 quarters. The position peaked at $312K in Q2 2023. 59 funds tracked by Wall St. Rank hold HEQT as of Q1 2024.

  • D.A. Davidson & Co reported no remaining Simplify Hedged Equity ETF position as of Q1 2024 after selling out during the quarter.
  • D.A. Davidson & Co sold 9,360 Simplify Hedged Equity ETF shares in Q1 2024, an estimated $236K.
  • D.A. Davidson & Co first reported a position in Simplify Hedged Equity ETF in Q1 2023 and held it in 4 quarters.
  • D.A. Davidson & Co's Simplify Hedged Equity ETF position peaked at $312K in Q2 2023.
  • 59 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2024.

Based on D.A. Davidson & Co's 13F filing for Q1 2024, filed 13 May 2024.