Purchases and Sales Made in Q2 2025 in Simplify Exchange Traded Fds H (HEQT)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds H (HEQT) during Q2 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS H.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
152KNew |
$4.14M - $4.57M
|
152K
$4.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
140KNew |
$3.81M - $4.2M
|
140K
$4.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
36.5K+ 42.36% |
$994K - $1.1M
|
123K
$3.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
36K+ 6.66% |
$979K - $1.08M
|
576K
$17.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
30.9KNew |
$840K - $927K
|
30.9K
$936K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.8KNew |
$403K - $445K
|
14.8K
$450K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
14K+ 73.12% |
$382K - $422K
|
33.3K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
13.8K+ 123.55% |
$375K - $414K
|
24.9K
$756K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
492New |
$13.4K - $14.8K
|
492
$14.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
399+ 2.84% |
$10.9K - $12K
|
14.5K
$439K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
44+ 1.19% |
$1.2K - $1.32K
|
3.75K
$114K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-198- 0.17% |
$5.39K - $5.95K
|
116K
$3.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.75K- 17.96% |
$47.7K - $52.7K
|
8.01K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.3K- 2.53% |
$117K - $129K
|
165K
$5.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-8.5K- 5.45% |
$231K - $255K
|
148K
$4.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-211K- 60.48% |
$5.73M - $6.33M
|
138K
$4.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-350K- 41.66% |
$9.52M - $10.5M
|
490K
$14.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.85M- 99.95% |
$50.4M - $55.6M
|
901
$27.3K
|