Middleton & Co’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 | $391K | Hold |
13,025
| – | – | 0.04% | 127 |
|
|
2025
Q1 | $372K | Hold |
13,025
| – | – | 0.04% | 125 |
|
|
2024
Q4 | $384K | Sell |
13,025
-2,950
| -18% | -$87K | 0.04% | 124 |
|
|
2024
Q3 | $461K | Sell |
15,975
-4,132
| -21% | -$119K | 0.05% | 119 |
|
|
2024
Q2 | $556K | Sell |
20,107
-33,178
| -62% | -$918K | 0.06% | 105 |
|
|
2024
Q1 | $1.41M | Buy |
+53,285
| New | +$1.41M | 0.16% | 87 |
|