Steward Partners Investment Advisory’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 | $5.88M | Buy |
195,657
+10,301
| +6% | +$310K | 0.05% | 381 |
|
|
2025
Q1 | $5.3M | Buy |
185,356
+6,335
| +4% | +$181K | 0.05% | 383 |
|
|
2024
Q4 | $5.28M | Buy |
179,021
+3,142
| +2% | +$92.6K | 0.05% | 363 |
|
|
2024
Q3 | $5.08M | Buy |
175,879
+1,211
| +0.7% | +$35K | 0.05% | 357 |
|
|
2024
Q2 | $4.83M | Buy |
174,668
+47,808
| +38% | +$1.32M | 0.05% | 345 |
|
|
2024
Q1 | $3.36M | Buy |
126,860
+4,935
| +4% | +$131K | 0.04% | 426 |
|
|
2023
Q4 | $3.08M | Buy |
121,925
+23,579
| +24% | +$596K | 0.04% | 391 |
|
|
2023
Q3 | $2.4M | Buy |
98,346
+17,811
| +22% | +$434K | 0.04% | 423 |
|
|
2023
Q2 | $2M | Buy |
80,535
+22,358
| +38% | +$555K | 0.03% | 479 |
|
|
2023
Q1 | $1.37M | Buy |
58,177
+14,968
| +35% | +$354K | 0.02% | 578 |
|
|
2022
Q4 | $975K | Buy |
43,209
+35,816
| +484% | +$808K | 0.02% | 669 |
|
|
2022
Q3 | $168K | Buy |
+7,393
| New | +$168K | ﹤0.01% | 1267 |
|