Middleton & Co’s Simplify Hedged Equity ETF HEQT Stock Holding History

Middleton & Co’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
2025 Q3	$407K	Hold
2025 Q2	$391K	Hold
2025 Q1	$372K	Hold
2024 Q4	$384K	Sell
2024 Q3	$461K	Sell
2024 Q2	$556K	Sell
2024 Q1	$1.41M	Buy