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

Arq Wealth Advisors, LLC

$320 Million
Q3 2025

A detailed history of Arq Wealth Advisors, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 254,393 shares of HEQT stock, worth $8.04 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

254,393

Previous 240,950 5.58%

Holding current value

$8.04 Million

Previous $7.24 Million 9.77%

% of portfolio

2.48%

Previous 2.38%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 25, 2025	BUY	$30.02 - $31.27 $403,558 - $420,362	13,443 Added 5.58%	254,393 $7.95 Million
Q1 2025 May 05, 2025	SELL	$28.48 - $30.52 $29,362 - $31,466	-1,031 Reduced 0.43%	240,950 $6.89 Million
Q4 2024 Feb 19, 2025	BUY	$28.73 - $30.22 $65,274 - $68,659	2,272 Added 0.95%	241,981 $7.13 Million
Q3 2024 Nov 05, 2024	BUY	$26.73 - $28.88 $83,237 - $89,932	3,114 Added 1.32%	239,709 $6.92 Million
Q2 2024 Aug 02, 2024	BUY	$25.78 - $27.77 $131,735 - $141,904	5,110 Added 2.21%	236,595 $6.55 Million

Q1 2024 May 23, 2024	BUY	$25.16 - $26.49 $897,230 - $944,659	35,661 Added 18.21%	231,485 $6.13 Million
Q4 2023 Feb 26, 2024	BUY	$23.7 - $26.06 $514,290 - $565,502	21,700 Added 12.46%	195,824 $4.95 Million
Q3 2023 Nov 30, 2023	SELL	$24.37 - $25.26 $99,380 - $103,010	-4,078 Reduced 2.29%	174,124 $4.24 Million
Q2 2023 Aug 18, 2023	BUY	$23.62 - $24.81 $3.7 Million - $3.88 Million	156,583 Added 724.28%	178,202 $4.42 Million
Q1 2023 May 09, 2023	BUY	$22.46 - $23.72 $485,562 - $512,802	21,619 New	21,619 $510,000

Others Institutions Holding HEQT

# of Institutions

Shares Held

6.32M

Call Options Held

Put Options Held

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

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