Envestnet Asset Management’s Simplify Hedged Equity ETF HEQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
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|
2025
Q1 | $8.29M | Buy |
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|
2024
Q4 | $3.56M | Buy |
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|
2024
Q3 | $912K | Sell |
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|
2024
Q2 | $896K | Sell |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $912K | Sell |
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|
2023
Q3 | $1.89M | Sell |
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|
2023
Q2 | $2M | Buy |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $4.23M | Buy |
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|
2022
Q2 | $4.06M | Buy |
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|
2022
Q1 | $1.1M | Buy |
|