Brinker Capital Investments, LLC Simplify Exchange Traded Fds H Transaction History

Brinker Capital Investments, LLC

$11.4 Billion
Q3 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2025	SELL	$25.78 - $27.77 $14 Million - $15 Million	-541,710 Closed	0 $0
Q1 2024 Jul 31, 2025	BUY	$25.16 - $26.49 $9.23 Million - $9.72 Million	366,768 Added 209.65%	541,710 $14.3 Million
Q4 2023 Jul 31, 2025	BUY	$23.7 - $26.06 $711,023 - $781,826	30,001 Added 20.7%	174,942 $4.42 Million
Q3 2023 Jul 31, 2025	SELL	$24.37 - $25.26 $4.18 Million - $4.33 Million	-171,406 Reduced 54.18%	144,941 $3.53 Million
Q2 2023 Jul 31, 2025	BUY	$23.62 - $24.81 $3.33 Million - $3.5 Million	140,912 Added 80.32%	316,347 $7.85 Million

Q1 2023 Jul 31, 2025	BUY	$22.46 - $23.72 $440,732 - $465,457	19,623 Added 12.59%	175,435 $4.15 Million
Q4 2022 Feb 06, 2023	BUY	$22.31 - $24.01 $795,306 - $855,908	35,648 Added 29.67%	155,812 $3.52 Million
Q3 2022 Nov 01, 2022	SELL	$22.79 - $24.17 $105,335 - $111,713	-4,622 Reduced 3.7%	120,164 $2.74 Million
Q2 2022 Jul 18, 2022	SELL	$22.71 - $24.66 $395,676 - $429,651	-17,423 Reduced 12.25%	124,786 $2.87 Million
Q1 2022 May 16, 2022	BUY	$23.72 - $25.66 $3.37 Million - $3.65 Million	142,209 New	142,209 $3.49 Million

Others Institutions Holding HEQT

# of Institutions

77

Shares Held

6.47M

Call Options Held

0

Put Options Held

0

About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

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