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Simplify Exchange Traded Fun shares owned by Valued Wealth Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Valued Wealth Advisors from 13F filings

Historical chart of Valued Wealth Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Valued Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.8k 220 26.49

More positions owned by Valued Wealth Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Valued Wealth Advisors

Top funds holding Simplify Exchange Traded Fun

3EDGE Asset Management
Townsquare Capital
Feltz Wealth PLAN
Orion Portfolio Solutions
Keudell/Morrison Wealth Management
WealthPlan Investment Management
CWM
HighTower Advisors
Arq Wealth Advisors
Cetera Investment Advisers
Commonwealth Equity Services
Smith, Moore & Co.
Portside Wealth Group
Advisor Group Holdings
Stratos Wealth Advisors

View all funds holding Simplify Exchange Traded Fun