TD Capital Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

TD Capital Management’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 Q3	–	Sell	-3	Closed	-$71	–	460
2024 Q2	$71	Hold	3	–	–	﹤0.01%	430
2024 Q1	$68	Sell	3 -11,360	-100%	-$294K	﹤0.01%	526
2023 Q4	$287K	Buy	11,363 +23	+0.2%	+$573	0.03%	85
2023 Q3	$276K	Buy	11,340 +2	+0%	+$50	0.03%	83
2023 Q2	$281K	Hold	11,338	–	–	0.03%	83
2023 Q1	$268K	Buy	11,338 +2	+0%	+$46	0.03%	78
2022 Q4	$256K	Buy	11,336 +4,067	+56%	+$94.9K	0.03%	74
2022 Q3	$166K	Buy	+7,269	New	+$172K	0.02%	91
2022 Q1	–	Sell	-3,017	Closed	-$77K	–	205
2021 Q4	$77K	Buy	+3,017	New	+$76.2K	0.01%	141

Other funds holding HEQT

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

TD Capital Management's HEQT Position: Q3 2024 in Review

TD Capital Management sold out of Simplify Hedged Equity ETF (HEQT) in Q3 2024, closing a stake of 3 shares — an estimated $71 sold.

TD Capital Management first reported a position in HEQT in Q4 2021 and held it in 9 quarters. The position peaked at $287K in Q4 2023. 36 funds tracked by Wall St. Rank hold HEQT as of Q3 2024.

TD Capital Management reported no remaining Simplify Hedged Equity ETF position as of Q3 2024 after selling out during the quarter.
TD Capital Management sold 3 Simplify Hedged Equity ETF shares in Q3 2024, an estimated $71.
TD Capital Management first reported a position in Simplify Hedged Equity ETF in Q4 2021 and held it in 9 quarters.
TD Capital Management's Simplify Hedged Equity ETF position peaked at $287K in Q4 2023.
36 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2024.

Based on TD Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.