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HEQTHEQT
Showing 8 of 16 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Steward Partners Investment Advisory, LLC holds 86,259 shares of HEQT (SIMPLIFY EXCHANGE TRADED FUN), worth $2.9M as of 2026-Q2. The position was decreased (-4.1% shares). HEQT represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$2.9M

Current Shares

86,259

Total Value Change

-$2.2M

Total Shares Change

-89,620

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
86,259
-4.1%
$2.9M0.0%$33.54
0
2026-Q1
Decreased
89,952
-8.8%
$2.8M0.0%$32.28
0
2025-Q4
Decreased
98,622
-24.7%
$3.2M0.0%$32.15
0
2025-Q3
Decreased
131,049
-33.0%
$4.1M0.0%$31.08
0
2025-Q2
Increased
195,657
+5.6%
$5.9M0.0%$29.81
29
2025-Q1
Increased
185,356
+3.5%
$5.3M0.0%$28.21
28
2024-Q4
Increased
179,021
+1.8%
$5.3M0.0%$29.23
27
2024-Q3
Increased
175,879
+0.7%
$5.1M0.0%$28.38
27

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

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