HighTower Advisors’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 | $5.19M | Sell |
172,812
-139,347
| -45% | -$4.19M | 0.01% | 1074 |
|
2025
Q1 | $8.92M | Buy |
312,159
+10,691
| +4% | +$305K | 0.01% | 808 |
|
2024
Q4 | $8.89M | Buy |
301,468
+130,611
| +76% | +$3.85M | 0.01% | 800 |
|
2024
Q3 | $4.94M | Sell |
170,857
-54,024
| -24% | -$1.56M | 0.01% | 1039 |
|
2024
Q2 | $6.23M | Sell |
224,881
-20,872
| -8% | -$578K | 0.01% | 919 |
|
2024
Q1 | $6.51M | Buy |
245,753
+24,937
| +11% | +$660K | 0.01% | 854 |
|
2023
Q4 | $5.58M | Buy |
220,816
+38,776
| +21% | +$979K | 0.01% | 923 |
|
2023
Q3 | $4.43M | Sell |
182,040
-2,585
| -1% | -$62.9K | 0.01% | 980 |
|
2023
Q2 | $4.58M | Sell |
184,625
-4,849
| -3% | -$120K | 0.01% | 942 |
|
2023
Q1 | $4.48M | Buy |
189,474
+169,933
| +870% | +$4.02M | 0.01% | 906 |
|
2022
Q4 | $443K | Sell |
19,541
-513,323
| -96% | -$11.6M | ﹤0.01% | 2180 |
|
2022
Q3 | $12.2M | Buy |
532,864
+6,770
| +1% | +$154K | 0.03% | 496 |
|
2022
Q2 | $12.1M | Buy |
+526,094
| New | +$12.1M | 0.03% | 506 |
|