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 $4.44 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

147,533

Previous 156,031 5.45%

Holding current value

$4.44 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

10.6M

Call Options Held

Put Options Held

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

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