Simplify Hedged Equity ETF (NYSEARCA:HEQT) Holdings Raised by Peterson Wealth Advisors LLC

Peterson Wealth Advisors LLC increased its stake in Simplify Hedged Equity ETF (NYSEARCA:HEQT) by 42.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 53,619 shares of the company’s stock after purchasing an additional 15,956 shares during the quarter. Peterson Wealth Advisors LLC’s holdings in Simplify Hedged Equity ETF were worth $1,594,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of HEQT. JPMorgan Chase & Co. boosted its holdings in shares of Simplify Hedged Equity ETF by 319.4% in the third quarter. JPMorgan Chase & Co. now owns 3,238 shares of the company’s stock worth $94,000 after buying an additional 2,466 shares during the period. Hilltop Holdings Inc. acquired a new position in Simplify Hedged Equity ETF in the 3rd quarter worth approximately $431,000. Harmony Asset Management LLC raised its stake in Simplify Hedged Equity ETF by 31.9% during the 3rd quarter. Harmony Asset Management LLC now owns 76,927 shares of the company’s stock valued at $2,222,000 after purchasing an additional 18,605 shares during the period. Dynamic Advisor Solutions LLC raised its stake in Simplify Hedged Equity ETF by 21.2% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 80,845 shares of the company’s stock valued at $2,335,000 after purchasing an additional 14,128 shares during the period. Finally, Lionsbridge Wealth Management LLC boosted its position in shares of Simplify Hedged Equity ETF by 29.8% in the third quarter. Lionsbridge Wealth Management LLC now owns 124,830 shares of the company’s stock worth $3,605,000 after buying an additional 28,692 shares during the period.

Simplify Hedged Equity ETF Trading Up 0.3 %

Shares of HEQT stock opened at $30.17 on Thursday. The stock’s fifty day simple moving average is $29.82 and its 200-day simple moving average is $28.91. The company has a market capitalization of $178.00 million, a price-to-earnings ratio of 23.07 and a beta of 0.51. Simplify Hedged Equity ETF has a 1-year low of $25.46 and a 1-year high of $30.26.

Simplify Hedged Equity ETF Company Profile

The Simplify Hedged Equity ETF (HEQT) is an exchange-traded fund that mostly invests in large cap equity. The fund seeks capital appreciation by investing in ETFs that track the S&P 500 Index, while employing an options collar strategy. Each collar consists of an approximately 5% to 20% out-of-the-money put-spread.