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Portside Wealth Group’s Simplify Hedged Equity ETF HEQT Stock Holding History

Portside Wealth 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
Q2 		– Sell
-180,787
Closed -$4.79M – 380
2024
Q1 		$4.79M Buy
+180,787
New +$4.68M 0.89% 25

Other funds holding HEQT

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Portside Wealth Group's HEQT Position: Q2 2024 in Review

Portside Wealth Group sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2024, closing a stake of 180,787 shares — an estimated $4.79M sold.

Portside Wealth Group first reported a position in HEQT in Q1 2024 and held it in 1 quarter. The position peaked at $4.79M in Q1 2024. 42 funds tracked by Wall St. Rank hold HEQT as of Q2 2024.

  • Portside Wealth Group reported no remaining Simplify Hedged Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Portside Wealth Group sold 180,787 Simplify Hedged Equity ETF shares in Q2 2024, an estimated $4.79M.
  • Portside Wealth Group first reported a position in Simplify Hedged Equity ETF in Q1 2024 and held it in 1 quarter.
  • Portside Wealth Group's Simplify Hedged Equity ETF position peaked at $4.79M in Q1 2024.
  • 42 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2024.

Based on Portside Wealth Group's 13F filing for Q2 2024, filed 18 Jul 2024.