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 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
36.5K+ 42.36% |
$994K - $1.1M
|
123K
$3.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
30.9KNew |
$840K - $927K
|
30.9K
$929K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
13.8K+ 123.55% |
$375K - $414K
|
24.9K
$750K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
492New |
$13.4K - $14.8K
|
492
$14.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
399+ 2.84% |
$10.9K - $12K
|
14.5K
$436K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-198- 0.17% |
$5.39K - $5.95K
|
116K
$3.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.3K- 2.53% |
$117K - $129K
|
165K
$4.98M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-8.5K- 5.45% |
$231K - $255K
|
148K
$4.44M
|