Peterson Wealth Advisors, LLC Simplify Exchange Traded Fds H Transaction History

Peterson Wealth Advisors, LLC

$527 Million
Q2 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 147,533 shares of HEQT stock, worth $4.51 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

147,533

Previous 156,031 5.45%

Holding current value

$4.51 Million

Previous $4.46 Million 0.58%

% of portfolio

0.84%

Previous 0.92%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	SELL	$27.22 - $30.05 $231,315 - $255,364	-8,498 Reduced 5.45%	147,533 $4.43 Million
Q1 2025 Apr 30, 2025	BUY	$28.48 - $30.52 $2.92 Million - $3.13 Million	102,412 Added 191.0%	156,031 $4.46 Million
Q4 2024 Jan 17, 2025	BUY	$28.73 - $30.22 $458,415 - $482,190	15,956 Added 42.37%	53,619 $1.58 Million
Q3 2024 Oct 24, 2024	SELL	$26.73 - $28.88 $90,080 - $97,325	-3,370 Reduced 8.21%	37,663 $1.09 Million
Q2 2024 Jul 18, 2024	BUY	$25.78 - $27.77 $220,032 - $237,016	8,535 Added 26.26%	41,033 $1.14 Million
Q1 2024 Apr 15, 2024	SELL	$25.16 - $26.49 $6,717 - $7,072	-267 Reduced 0.81%	32,498 $860,000
Q4 2023 Jan 10, 2024	BUY	$23.7 - $26.06 $776,530 - $853,855	32,765 New	32,765 $827,000

Others Institutions Holding HEQT

# of Institutions

Shares Held

7.72M

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 Peterson Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Advisors, LLC with notifications on news.

Account

Peterson Wealth Advisors, LLC Simplify Exchange Traded Fds H Transaction History