Financial Enhancement Group’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 | $3.7M | Buy |
122,709
+36,515
| +42% | +$1.1M | 0.53% | 48 |
|
|
2025
Q1 | $2.42M | Buy |
86,194
+26,248
| +44% | +$738K | 0.38% | 59 |
|
|
2024
Q4 | $1.76M | Sell |
59,946
-375,972
| -86% | -$11M | 0.27% | 63 |
|
|
2024
Q3 | $10.4M | Buy |
435,918
+403,195
| +1,232% | +$9.64M | 2.03% | 13 |
|
|
2024
Q2 | $904K | Buy |
32,723
+4,040
| +14% | +$112K | 0.15% | 74 |
|
|
2024
Q1 | $752K | Sell |
28,683
-8,763
| -23% | -$230K | 0.12% | 85 |
|
|
2023
Q4 | $947K | Buy |
37,446
+4,812
| +15% | +$122K | 0.17% | 73 |
|
|
2023
Q3 | $804K | Sell |
32,634
-631
| -2% | -$15.5K | 0.15% | 84 |
|
|
2023
Q2 | $834K | Sell |
33,265
-402,653
| -92% | -$10.1M | 0.15% | 84 |
|
|
2023
Q1 | $10.4M | Buy |
435,918
+69,197
| +19% | +$1.66M | 2.03% | 13 |
|
|
2022
Q4 | $8.67M | Sell |
366,721
-394,392
| -52% | -$9.33M | 1.66% | 17 |
|
|
2022
Q3 | $17.3M | Buy |
+761,113
| New | +$17.3M | 4.01% | 7 |
|