Financial Enhancement Group LLC Simplify Exchange Traded Fds H Transaction History

Financial Enhancement Group LLC

  • $608 Million
  • Q2 2025

A detailed history of Financial Enhancement Group LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Financial Enhancement Group LLC holds 122,709 shares of HEQT stock, worth $3.75 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
122,709
Previous 86,194 42.36%
Holding current value
$3.75 Million
Previous $2.46 Million 49.7%
% of portfolio
0.61%
Previous 0.42%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$27.22 - $30.05 $993,938 - $1.1 Million
36,515 Added 42.36%
122,709 $3.69 Million
Q1 2025

Apr 23, 2025
BUY
$28.48 - $30.52 $747,543 - $801,088
26,248 Added 43.79%
86,194 $2.46 Million
Q4 2024

Jan 14, 2025
SELL
$28.73 - $30.22 $10.8 Million - $11.4 Million
-375,972 Reduced 86.25%
59,946 $1.77 Million
Q3 2024

Oct 31, 2024
BUY
$26.73 - $28.88 $10.8 Million - $11.6 Million
403,195 Added 1232.15%
435,918 $12.6 Million
Q2 2024

Aug 02, 2024
BUY
$25.78 - $27.77 $104,151 - $112,190
4,040 Added 14.08%
32,723 $905,000
Q1 2024

Apr 15, 2024
SELL
$25.16 - $26.49 $220,477 - $232,131
-8,763 Reduced 23.4%
28,683 $759,000
Q4 2023

Jan 18, 2024
BUY
$23.7 - $26.06 $114,044 - $125,400
4,812 Added 14.75%
37,446 $945,000
Q3 2023

Oct 17, 2023
SELL
$24.37 - $25.26 $15,377 - $15,939
-631 Reduced 1.9%
32,634 $795,000
Q2 2023

Aug 10, 2023
SELL
$23.62 - $24.81 $9.51 Million - $9.99 Million
-402,653 Reduced 92.37%
33,265 $825,000
Q1 2023

May 17, 2023
BUY
$22.46 - $23.72 $1.55 Million - $1.64 Million
69,197 Added 18.87%
435,918 $10.3 Million
Q4 2022

Feb 09, 2023
SELL
$22.31 - $24.01 $8.8 Million - $9.47 Million
-394,392 Reduced 51.82%
366,721 $8.28 Million
Q3 2022

Oct 27, 2022
BUY
$22.79 - $24.17 $17.3 Million - $18.4 Million
761,113 New
761,113 $17.3 Million

Others Institutions Holding HEQT

# of Institutions
72
Shares Held
7.32M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

HEQT Quotes by TradingView
  • Ticker HEQT
More about HEQT
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