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Fiduciary Alliance’s Simplify Hedged Equity ETF HEQT Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-3,771
Closed -$93.6K – 492
2023
Q2 		$93.6K Buy
+3,771
New +$91.2K 0.02% 221
2023
Q1 		– Sell
-3,766
Closed -$85K – 438
2022
Q4 		$85K Buy
+3,766
New +$87.8K 0.02% 178

Other funds holding HEQT

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 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

Fiduciary Alliance's HEQT Position: Q3 2023 in Review

Fiduciary Alliance sold out of Simplify Hedged Equity ETF (HEQT) in Q3 2023, closing a stake of 3,771 shares — an estimated $93.6K sold.

Fiduciary Alliance first reported a position in HEQT in Q4 2022 and held it in 2 quarters. The position peaked at $93.6K in Q2 2023. 32 funds tracked by Wall St. Rank hold HEQT as of Q3 2023.

  • Fiduciary Alliance reported no remaining Simplify Hedged Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 3,771 Simplify Hedged Equity ETF shares in Q3 2023, an estimated $93.6K.
  • Fiduciary Alliance first reported a position in Simplify Hedged Equity ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Simplify Hedged Equity ETF position peaked at $93.6K in Q2 2023.
  • 32 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.