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New Millennium Group’s Simplify Hedged Equity ETF HEQT Stock Holding History

New Millennium 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
Q1 		– Sell
-283
Closed -$7.15K – 202
2023
Q4 		$7.15K Buy
+283
New +$7.05K 0.01% 226

Other funds holding HEQT

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

New Millennium Group's HEQT Position: Q1 2024 in Review

New Millennium Group sold out of Simplify Hedged Equity ETF (HEQT) in Q1 2024, closing a stake of 283 shares — an estimated $7.15K sold.

New Millennium Group first reported a position in HEQT in Q4 2023 and held it in 1 quarter. The position peaked at $7.15K in Q4 2023. 59 funds tracked by Wall St. Rank hold HEQT as of Q1 2024.

  • New Millennium Group reported no remaining Simplify Hedged Equity ETF position as of Q1 2024 after selling out during the quarter.
  • New Millennium Group sold 283 Simplify Hedged Equity ETF shares in Q1 2024, an estimated $7.15K.
  • New Millennium Group first reported a position in Simplify Hedged Equity ETF in Q4 2023 and held it in 1 quarter.
  • New Millennium Group's Simplify Hedged Equity ETF position peaked at $7.15K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2024.

Based on New Millennium Group's 13F filing for Q1 2024, filed 15 May 2024.