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

Stratos Wealth Advisors, LLC

  • $1.92 Billion
  • Q4 2025

A detailed history of Stratos Wealth Advisors, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 62,780 shares of HEQT stock, worth $1.98 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
62,780
Previous 60,127 4.41%
Holding current value
$1.98 Million
Previous $1.88 Million 5.64%
% of portfolio
0.1%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$30.98 - $31.88 $82,189 - $84,577
2,653 Added 4.41%
62,780 $1.98 Million
Q3 2025

Nov 06, 2025
BUY
$30.02 - $31.27 $169,012 - $176,050
5,630 Added 10.33%
60,127 $1.88 Million
Q2 2025

Jul 29, 2025
SELL
$27.22 - $30.05 $2.35 Million - $2.59 Million
-86,296 Reduced 61.29%
54,497 $1.64 Million
Q1 2025

Apr 30, 2025
SELL
$28.48 - $30.52 $751,131 - $804,934
-26,374 Reduced 15.78%
140,793 $4.02 Million
Q4 2024

Jan 27, 2025
BUY
$28.73 - $30.22 $282,961 - $297,636
9,849 Added 6.26%
167,167 $4.93 Million
Q3 2024

Oct 17, 2024
BUY
$26.73 - $28.88 $209,269 - $226,101
7,829 Added 5.24%
157,318 $4.54 Million
Q2 2024

Jul 24, 2024
BUY
$25.78 - $27.77 $147,203 - $158,566
5,710 Added 3.97%
149,489 $4.14 Million
Q1 2024

Apr 16, 2024
BUY
$25.16 - $26.49 $181,579 - $191,178
7,217 Added 5.28%
143,779 $3.81 Million
Q4 2023

Jan 24, 2024
BUY
$23.7 - $26.06 $23,628 - $25,981
997 Added 0.74%
136,562 $3.45 Million
Q3 2023

Oct 24, 2023
BUY
$24.37 - $25.26 $39,260 - $40,693
1,611 Added 1.2%
135,565 $3.3 Million
Q2 2023

Jul 18, 2023
BUY
$23.62 - $24.81 $3.16 Million - $3.32 Million
133,954 New
133,954 $3.32 Million

Others Institutions Holding HEQT

# of Institutions
77
Shares Held
6.47M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

HEQT Quotes by TradingView
  • Ticker HEQT
More about HEQT
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