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Fortitude Family Office’s Simplify Hedged Equity ETF HEQT Stock Holding History

Fortitude Family Office’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
2024
Q2 		– Sell
-5,311
Closed -$141K – 1009
2024
Q1 		$141K Buy
+5,311
New +$137K 0.09% 90

Other funds holding HEQT

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KMWM
Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fortitude Family Office's HEQT Position: Q2 2024 in Review

Fortitude Family Office sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2024, closing a stake of 5,311 shares — an estimated $141K sold.

Fortitude Family Office first reported a position in HEQT in Q1 2024 and held it in 1 quarter. The position peaked at $141K in Q1 2024. 42 funds tracked by Wall St. Rank hold HEQT as of Q2 2024.

  • Fortitude Family Office reported no remaining Simplify Hedged Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Fortitude Family Office sold 5,311 Simplify Hedged Equity ETF shares in Q2 2024, an estimated $141K.
  • Fortitude Family Office first reported a position in Simplify Hedged Equity ETF in Q1 2024 and held it in 1 quarter.
  • Fortitude Family Office's Simplify Hedged Equity ETF position peaked at $141K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2024.

Based on Fortitude Family Office's 13F filing for Q2 2024, filed 10 Jul 2024.