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Flagship Harbor Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

Flagship Harbor Advisors’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
Q4 		– Sell
-114,625
Closed -$2.79M – 644
2023
Q3 		$2.79M Buy
114,625
+315
+0.3% +$7.85K 0.23% 101
2023
Q2 		$2.84M Buy
+114,310
New +$2.76M 0.23% 100

Other funds holding HEQT

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 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
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Flagship Harbor Advisors's HEQT Position: Q4 2023 in Review

Flagship Harbor Advisors sold out of Simplify Hedged Equity ETF (HEQT) in Q4 2023, closing a stake of 114,625 shares — an estimated $2.79M sold.

Flagship Harbor Advisors first reported a position in HEQT in Q2 2023 and held it in 2 quarters. The position peaked at $2.84M in Q2 2023. 35 funds tracked by Wall St. Rank hold HEQT as of Q4 2023.

  • Flagship Harbor Advisors reported no remaining Simplify Hedged Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Flagship Harbor Advisors sold 114,625 Simplify Hedged Equity ETF shares in Q4 2023, an estimated $2.79M.
  • Flagship Harbor Advisors first reported a position in Simplify Hedged Equity ETF in Q2 2023 and held it in 2 quarters.
  • Flagship Harbor Advisors's Simplify Hedged Equity ETF position peaked at $2.84M in Q2 2023.
  • 35 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q4 2023.

Based on Flagship Harbor Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.