Steward Partners Investment Advisory, LLC Simplify Exchange Traded Fds H Transaction History

Steward Partners Investment Advisory, LLC

$16.6 Billion
Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 131,049 shares of HEQT stock, worth $4.14 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

131,049

Previous 195,657 33.02%

Holding current value

$4.14 Million

Previous $5.88 Million 30.38%

% of portfolio

0.02%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$30.02 - $31.27 $1.94 Million - $2.02 Million	-64,608 Reduced 33.02%	131,049 $4.09 Million
Q2 2025 Aug 12, 2025	BUY	$27.22 - $30.05 $280,393 - $309,545	10,301 Added 5.56%	195,657 $5.88 Million
Q1 2025 May 13, 2025	BUY	$28.48 - $30.52 $180,420 - $193,344	6,335 Added 3.54%	185,356 $5.3 Million
Q4 2024 Feb 06, 2025	BUY	$28.73 - $30.22 $90,269 - $94,951	3,142 Added 1.79%	179,021 $5.28 Million
Q3 2024 Nov 14, 2024	BUY	$26.73 - $28.88 $32,370 - $34,973	1,211 Added 0.69%	175,879 $5.08 Million

Q2 2024 Aug 08, 2024	BUY	$25.78 - $27.77 $1.23 Million - $1.33 Million	47,808 Added 37.69%	174,668 $4.83 Million
Q1 2024 May 15, 2024	BUY	$25.16 - $26.49 $124,164 - $130,728	4,935 Added 4.05%	126,860 $3.36 Million
Q4 2023 Feb 12, 2024	BUY	$23.7 - $26.06 $558,822 - $614,468	23,579 Added 23.98%	121,925 $3.08 Million
Q3 2023 Nov 13, 2023	BUY	$24.37 - $25.26 $434,054 - $449,905	17,811 Added 22.12%	98,346 $2.4 Million
Q2 2023 Aug 14, 2023	BUY	$23.62 - $24.81 $528,095 - $554,701	22,358 Added 38.43%	80,535 $2 Million
Q1 2023 May 15, 2023	BUY	$22.46 - $23.72 $336,181 - $355,040	14,968 Added 34.64%	58,177 $1.37 Million
Q4 2022 Feb 15, 2023	BUY	$22.31 - $24.01 $799,054 - $859,942	35,816 Added 484.46%	43,209 $975,000
Q3 2022 Nov 10, 2022	BUY	$22.79 - $24.17 $168,486 - $178,688	7,393 New	7,393 $168,000

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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Steward Partners Investment Advisory, LLC Simplify Exchange Traded Fds H Transaction History