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Prime Capital Investment Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

Prime Capital Investment 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
2024
Q2 		– Sell
-7,551
Closed -$200K – 974
2024
Q1 		$200K Buy
+7,551
New +$195K ﹤0.01% 928

Other funds holding HEQT

WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 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 $2.01B AUM 27.28% 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 $21.8B AUM 28.57% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 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

Prime Capital Investment Advisors's HEQT Position: Q2 2024 in Review

Prime Capital Investment Advisors sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2024, closing a stake of 7,551 shares — an estimated $200K sold.

Prime Capital Investment Advisors first reported a position in HEQT in Q1 2024 and held it in 1 quarter. The position peaked at $200K in Q1 2024. 42 funds tracked by Wall St. Rank hold HEQT as of Q2 2024.

  • Prime Capital Investment Advisors reported no remaining Simplify Hedged Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 7,551 Simplify Hedged Equity ETF shares in Q2 2024, an estimated $200K.
  • Prime Capital Investment Advisors first reported a position in Simplify Hedged Equity ETF in Q1 2024 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Simplify Hedged Equity ETF position peaked at $200K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.