PFG Advisors’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 | $653K | Sell |
21,720
-1,989
| -8% | -$59.8K | 0.03% | 371 |
|
2025
Q1 | $677K | Sell |
23,709
-225
| -0.9% | -$6.43K | 0.04% | 403 |
|
2024
Q4 | $706K | Sell |
23,934
-811
| -3% | -$23.9K | 0.04% | 388 |
|
2024
Q3 | $715K | Buy |
24,745
+4,830
| +24% | +$139K | 0.05% | 363 |
|
2024
Q2 | $551K | Buy |
+19,915
| New | +$551K | 0.04% | 401 |
|