Fidelity Investments’s Simplify Market Neutral Equity Long/Short ETF EQLS Stock Holding History

Fidelity Investments’s Portfolio EQLS Stock Details EQLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$22	–	5628
2024 Q3	$22	Buy	+1	New	+$23	﹤0.01%	5340

Other funds holding EQLS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments's EQLS Position: Q4 2024 in Review

Fidelity Investments sold out of Simplify Market Neutral Equity Long/Short ETF (EQLS) in Q4 2024, closing a stake of 1 share — an estimated $22 sold.

Fidelity Investments first reported a position in EQLS in Q3 2024 and held it in 1 quarter. The position peaked at $22 in Q3 2024. 6 funds tracked by Wall St. Rank hold EQLS as of Q4 2024.

Fidelity Investments reported no remaining Simplify Market Neutral Equity Long/Short ETF position as of Q4 2024 after selling out during the quarter.
Fidelity Investments sold 1 Simplify Market Neutral Equity Long/Short ETF share in Q4 2024, an estimated $22.
Fidelity Investments first reported a position in Simplify Market Neutral Equity Long/Short ETF in Q3 2024 and held it in 1 quarter.
Fidelity Investments's Simplify Market Neutral Equity Long/Short ETF position peaked at $22 in Q3 2024.
6 funds tracked by Wall St. Rank held Simplify Market Neutral Equity Long/Short ETF as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.