Advisors Asset Management, Inc.
Holdings in HEQ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $241,058 | 22,424 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $687,713 | 64,574 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $681,627 | 64,426 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $679,889 | 65,374 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $667,468 | 65,374 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $718,535 | 65,500 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $678,882 | 65,340 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $653,222 | 62,271 | Shares | Sole | 2024-05-14 |
| 2021-09-30 | $461,664 | 36,786 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $1,096,765 | 82,650 | Shares | Sole | 2021-07-30 |
| 2021-03-31 | $1,533,422 | 127,255 | Shares | Sole | 2021-05-07 |
| 2020-12-31 | $2,069,610 | 180,910 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $2,793,563 | 264,542 | Shares | Sole | 2020-11-16 |
| 2020-06-30 | $3,715,348 | 330,547 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $3,767,348 | 370,802 | Shares | Sole | 2020-05-15 |