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Simplify Hedged Equity ETF (NYSEARCA:HEQT) Shares Purchased by Orion Portfolio Solutions LLC - Vimarsana News

Simplify Hedged Equity ETF (NYSEARCA:HEQT) Shares Purchased by Orion Portfolio Solutions LLC

Orion Portfolio Solutions LLC boosted its position in Simplify Hedged Equity ETF (NYSEARCA:HEQT – Free Report) by 20.7% in the 4th quarter, Holdings Channel reports. The firm owned 174,942 shares of the company’s stock after acquiring an additional 30,001 shares during the quarter. Orion Portfolio Solutions LLC’s holdings in Simplify Hedged Equity ETF were worth […]

Flagship Harbor Advisors LLC Makes New Investment in Simplify Hedged Equity ETF (NYSEARCA:HEQT) - Vimarsana News

Flagship Harbor Advisors LLC Makes New Investment in Simplify Hedged Equity ETF (NYSEARCA:HEQT)

Flagship Harbor Advisors LLC bought a new position in shares of Simplify Hedged Equity ETF (NYSEARCA:HEQT – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 114,310 shares of the company’s stock, valued at approximately $2,836,000. Flagship Harbor Advisors LLC owned approximately […]

WealthPlan Investment Management LLC Reduces Stock Position in Simplify Hedged Equity ETF (NYSEARCA:HEQT) - Vimarsana News

WealthPlan Investment Management LLC Reduces Stock Position in Simplify Hedged Equity ETF (NYSEARCA:HEQT)

WealthPlan Investment Management LLC reduced its holdings in Simplify Hedged Equity ETF (NYSEARCA:HEQT – Free Report) by 62.0% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 365,823 shares of the company’s stock after selling 596,506 shares during the period. Simplify Hedged Equity ETF […]

Source: wkrb13.com
Orion Portfolio Solutions LLC Buys 3,919 Shares of Simplify Hedged Equity ETF (NYSEARCA:HEQT) - Vimarsana News

Orion Portfolio Solutions LLC Buys 3,919 Shares of Simplify Hedged Equity ETF (NYSEARCA:HEQT)

Orion Portfolio Solutions LLC increased its stake in shares of Simplify Hedged Equity ETF (NYSEARCA:HEQT – Get Rating) by 25.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 19,158 shares of the company’s stock after purchasing an additional 3,919 shares during the quarter. Orion […]

Why an 80/20 Portfolio Strategy Could Be the New 60/40 in a Rising Rate Environment - Vimarsana News

Why an 80/20 Portfolio Strategy Could Be the New 60/40 in a Rising Rate Environment

With rates on the rise and bond prices falling, one investor says the old 60/40 adage just won’t cut it anymore.