LPL Financial’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 | $18.9M | Sell |
628,224
-577,044
| -48% | -$17.3M | 0.01% | 1296 |
|
|
2025
Q1 | $34.4M | Buy |
1,205,268
+118,651
| +11% | +$3.39M | 0.01% | 871 |
|
|
2024
Q4 | $32M | Buy |
1,086,617
+719,048
| +196% | +$21.2M | 0.01% | 848 |
|
|
2024
Q3 | $10.6M | Buy |
367,569
+52,691
| +17% | +$1.52M | ﹤0.01% | 1425 |
|
|
2024
Q2 | $8.71M | Buy |
314,878
+199,136
| +172% | +$5.51M | ﹤0.01% | 1462 |
|
|
2024
Q1 | $3.07M | Buy |
115,742
+87,664
| +312% | +$2.32M | ﹤0.01% | 2154 |
|
|
2023
Q4 | $709K | Buy |
28,078
+10,362
| +58% | +$262K | ﹤0.01% | 3325 |
|
|
2023
Q3 | $432K | Buy |
+17,716
| New | +$432K | ﹤0.01% | 3578 |
|