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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-448- 5.29% |
$12.2K - $13.5K
|
8.03K
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-608- 49.19% |
$16.5K - $18.3K
|
628
$19.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-762- 0.56% |
$20.7K - $22.9K
|
134K
$4.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-964- 47.84% |
$26.2K - $29K
|
1.05K
$32.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.74K- 20.56% |
$47.4K - $52.3K
|
6.73K
$209K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.75K- 17.96% |
$47.7K - $52.7K
|
8.01K
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-1.99K- 8.39% |
$54.1K - $59.8K
|
21.7K
$675K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.93K- 7.92% |
$79.8K - $88K
|
34.1K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.85K- 3.23% |
$105K - $116K
|
115K
$3.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.3K- 2.53% |
$117K - $129K
|
165K
$5.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-8.44K- 28.42% |
$230K - $254K
|
21.3K
$661K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-8.5K- 5.45% |
$231K - $255K
|
148K
$4.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-86.3K- 61.29% |
$2.35M - $2.59M
|
54.5K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-139K- 44.64% |
$3.79M - $4.19M
|
173K
$5.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-142K- 86.01% |
$3.85M - $4.25M
|
23K
$715K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-211K- 60.48% |
$5.73M - $6.33M
|
138K
$4.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-216K- 40.44% |
$5.89M - $6.5M
|
319K
$9.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-350K- 41.66% |
$9.52M - $10.5M
|
490K
$15.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-561K- 68.47% |
$15.3M - $16.9M
|
259K
$8.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-577K- 47.88% |
$15.7M - $17.3M
|
628K
$19.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.85M- 99.95% |
$50.4M - $55.6M
|
901
$28K
|