WealthPlan Investment Management’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 | $19.8M | Buy |
658,530
+195,820
| +42% | +$5.88M | 1.44% | 13 |
|
|
2025
Q1 | $13.2M | Sell |
462,710
-137,207
| -23% | -$3.92M | 1.3% | 17 |
|
|
2024
Q4 | $17.7M | Buy |
599,917
+236,306
| +65% | +$6.97M | 1.75% | 8 |
|
|
2024
Q3 | $10.5M | Buy |
363,611
+4,049
| +1% | +$117K | 1.06% | 31 |
|
|
2024
Q2 | $9.95M | Sell |
359,562
-4,487
| -1% | -$124K | 1.51% | 16 |
|
|
2024
Q1 | $9.64M | Buy |
364,049
+8,914
| +3% | +$236K | 1.47% | 24 |
|
|
2023
Q4 | $8.97M | Buy |
355,135
+3,842
| +1% | +$97K | 1.44% | 22 |
|
|
2023
Q3 | $8.56M | Buy |
351,293
+97,917
| +39% | +$2.39M | 1.51% | 22 |
|
|
2023
Q2 | $6.29M | Sell |
253,376
-112,447
| -31% | -$2.79M | 1.87% | 6 |
|
|
2023
Q1 | $8.64M | Sell |
365,823
-596,506
| -62% | -$14.1M | 1.49% | 24 |
|
|
2022
Q4 | $22.7M | Buy |
962,329
+835
| +0.1% | +$19.7K | 1.59% | 9 |
|
|
2022
Q3 | $22.7M | Buy |
+961,494
| New | +$22.7M | 1.65% | 8 |
|