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HEQTHEQT
15 quarters

Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in SIMPLIFY EXCHANGE TRADED FUN

CAPTRUST FINANCIAL ADVISORS holds 47,889 shares of HEQT (SIMPLIFY EXCHANGE TRADED FUN), worth $1.6M as of 2026-Q2. The position was decreased (-0.2% shares). HEQT represents 0.0% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$1.6M

Current Shares

47,889

Total Value Change

-$15.8M

Total Shares Change

-723,874

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
47,889
-0.2%
$1.6M0.0%$33.54
0
2026-Q1
Decreased
47,977
-1.5%
$1.5M0.0%$32.28
0
2025-Q4
Decreased
48,722
-4.2%
$1.6M0.0%$32.15
0
2025-Q3
Increased
50,880
+0.2%
$1.6M0.0%$31.08
26
2025-Q2
Increased
50,764
+0.1%
$1.5M0.0%$29.81
25
2025-Q1
Decreased
50,714
-8.3%
$1.4M0.0%$28.21
0
2024-Q4
Increased
55,300
+0.3%
$1.6M0.0%$29.23
26
2024-Q3
Decreased
55,159
-25.1%
$1.6M0.0%$28.38
0
2024-Q2
Decreased
73,603
-0.0%
$2M0.0%$27.16
0
2024-Q1
Decreased
73,632
-0.6%
$2M0.0%$25.91
0
2023-Q4
Decreased
74,105
-1.9%
$1.9M0.0%$24.61
0
2023-Q3
Decreased
75,566
-5.1%
$1.8M0.0%$23.02
0
2023-Q2
Decreased
79,614
-77.1%
$2M0.0%$23.28
0
2023-Q1
Decreased
347,890
-54.9%
$8.2M0.0%$22.02
0
2022-Q4
New
771,763
-
$17.4M0.1%$21.11
39

Other major holders of HEQT: Private Advisor Group, LLC, LPL Financial LLC

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