Advisor Group Holdings, Inc. Simplify Exchange Traded Fds H Transaction History

Advisor Group Holdings, Inc.

$67.1 Billion
Q3 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 126,555 shares of HEQT stock, worth $4 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

126,555

Previous 118,609 6.7%

Holding current value

$4 Million

Previous $3.56 Million 10.91%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$30.02 - $31.27 $238,538 - $248,471	7,946 Added 6.7%	126,555 $3.95 Million
Q2 2025 Sep 04, 2025	BUY	$27.22 - $30.05 $358,106 - $395,337	13,156 Added 12.48%	118,609 $3.56 Million
Q2 2025 Aug 13, 2025	BUY	$27.22 - $30.05 $126,654 - $139,822	4,653 Added 4.62%	105,453 $3.17 Million
Q1 2025 May 12, 2025	BUY	$28.48 - $30.52 $34,517 - $36,990	1,212 Added 1.22%	100,800 $2.88 Million
Q4 2024 Jun 06, 2025	BUY	$28.73 - $30.22 $56,684 - $59,624	1,973 Added 1.96%	102,773 $3.03 Million

Q3 2024 Nov 13, 2024	SELL	$26.73 - $28.88 $326,346 - $352,595	-12,209 Reduced 10.92%	99,588 $2.88 Million
Q2 2024 Aug 13, 2024	SELL	$25.78 - $27.77 $902,789 - $972,477	-35,019 Reduced 23.85%	111,797 $3.09 Million
Q1 2024 May 10, 2024	BUY	$25.16 - $26.49 $3.29 Million - $3.46 Million	130,654 Added 808.4%	146,816 $3.89 Million
Q4 2023 Feb 12, 2024	SELL	$23.7 - $26.06 $8,650 - $9,511	-365 Reduced 2.21%	16,162 $408,000
Q3 2023 Nov 13, 2023	BUY	$24.37 - $25.26 $223,960 - $232,139	9,190 Added 125.26%	16,527 $402,000
Q2 2023 Aug 10, 2023	BUY	$23.62 - $24.81 $97,597 - $102,514	4,132 Added 128.92%	7,337 $182,000
Q1 2023 May 12, 2023	BUY	$22.46 - $23.72 $1,437 - $1,518	64 Added 2.04%	3,205 $75,000
Q4 2022 Feb 10, 2023	BUY	$22.31 - $24.01 $51,959 - $55,919	2,329 Added 286.82%	3,141 $70,000
Q3 2022 Nov 14, 2022	BUY	$22.79 - $24.17 $7,976 - $8,459	350 Added 75.76%	812 $19,000
Q1 2022 May 04, 2022	BUY	$23.72 - $25.66 $10,958 - $11,854	462 New	462 $11,000

Others Institutions Holding HEQT

# of Institutions

Shares Held

6.32M

Call Options Held

Put Options Held

View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Group Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisor Group Holdings, Inc. with notifications on news.

Account

Advisor Group Holdings, Inc. Simplify Exchange Traded Fds H Transaction History