Dynamic Advisor Solutions’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	$3.49M	Sell	116,258 -198	-0.2%	-$5.95K	0.11%	215
2025 Q1	$3.33M	Buy	+116,456	New	+$3.33M	0.11%	205
2024 Q4	–	Sell	-80,845	Closed	-$2.33M	–	717
2024 Q3	$2.33M	Buy	80,845 +14,128	+21%	+$408K	0.07%	268
2024 Q2	$1.85M	Buy	+66,717	New	+$1.85M	0.06%	312