EMAM
Encompass More Asset Management’s Simplify Hedged Equity ETF HEQT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Sell |
21,266
-8,442
| -28% | -$254K | 0.15% | 118 |
|
|
2025
Q1 | $849K | Buy |
+29,708
| New | +$849K | 0.25% | 83 |
|
|
2024
Q3 | – | Sell |
-7,915
| Closed | -$219K | – | 195 |
|
|
2024
Q2 | $219K | Sell |
7,915
-199
| -2% | -$5.51K | 0.16% | 102 |
|
|
2024
Q1 | $215K | Sell |
8,114
-1,637
| -17% | -$43.4K | 0.18% | 91 |
|
|
2023
Q4 | $246K | Buy |
+9,751
| New | +$246K | 0.28% | 74 |
|