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Mather Group’s Simplify Hedged Equity ETF HEQT Stock Holding History

Mather Group’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
Q3 		– Sell
-29,514
Closed -$782K – 1918
2024
Q2 		$782K Buy
+29,514
New +$792K 0.01% 310

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Mather Group's HEQT Position: Q3 2024 in Review

Mather Group sold out of Simplify Hedged Equity ETF (HEQT) in Q3 2024, closing a stake of 29,514 shares — an estimated $782K sold.

Mather Group first reported a position in HEQT in Q2 2024 and held it in 1 quarter. The position peaked at $782K in Q2 2024. 36 funds tracked by Wall St. Rank hold HEQT as of Q3 2024.

  • Mather Group reported no remaining Simplify Hedged Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 29,514 Simplify Hedged Equity ETF shares in Q3 2024, an estimated $782K.
  • Mather Group first reported a position in Simplify Hedged Equity ETF in Q2 2024 and held it in 1 quarter.
  • Mather Group's Simplify Hedged Equity ETF position peaked at $782K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.