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Park Edge Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

Park Edge Advisors’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
2023
Q4 		– Sell
-22,523
Closed -$549K – 116
2023
Q3 		$549K Hold
22,523
– – 0.2% 56
2023
Q2 		$559K Hold
22,523
– – 0.19% 54
2023
Q1 		$532K Hold
22,523
– – 0.2% 51
2022
Q4 		$508K Buy
+22,523
New +$525K 0.22% 46

Other funds holding HEQT

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 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
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Park Edge Advisors's HEQT Position: Q4 2023 in Review

Park Edge Advisors sold out of Simplify Hedged Equity ETF (HEQT) in Q4 2023, closing a stake of 22,523 shares — an estimated $549K sold.

Park Edge Advisors first reported a position in HEQT in Q4 2022 and held it in 4 quarters. The position peaked at $559K in Q2 2023. 35 funds tracked by Wall St. Rank hold HEQT as of Q4 2023.

  • Park Edge Advisors reported no remaining Simplify Hedged Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Park Edge Advisors sold 22,523 Simplify Hedged Equity ETF shares in Q4 2023, an estimated $549K.
  • Park Edge Advisors first reported a position in Simplify Hedged Equity ETF in Q4 2022 and held it in 4 quarters.
  • Park Edge Advisors's Simplify Hedged Equity ETF position peaked at $559K in Q2 2023.
  • 35 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q4 2023.

Based on Park Edge Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.