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Advisory Services Network’s Simplify Hedged Equity ETF HEQT Stock Holding History

Advisory Services Network’s Portfolio HEQT Stock Details HEQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-53
Closed -$1.68K – 3249
2026
Q1 		$1.68K Buy
+53
New +$1.7K ﹤0.01% 4185
2025
Q4 		– Sell
-396
Closed -$12.4K – 2874
2025
Q3 		$12.4K Sell
396
-44,373
-99% -$1.36M ﹤0.01% 3184
2025
Q2 		$1.36M Buy
44,769
+3,856
+9% +$112K 0.02% 704
2025
Q1 		$1.17M Buy
+40,913
New +$1.21M 0.02% 702

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Advisory Services Network's HEQT Position: Q2 2026 in Review

Advisory Services Network sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2026, closing a stake of 53 shares — an estimated $1.68K sold.

Advisory Services Network first reported a position in HEQT in Q1 2025 and held it in 4 quarters. The position peaked at $1.36M in Q2 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Advisory Services Network reported no remaining Simplify Hedged Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 53 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $1.68K.
  • Advisory Services Network first reported a position in Simplify Hedged Equity ETF in Q1 2025 and held it in 4 quarters.
  • Advisory Services Network's Simplify Hedged Equity ETF position peaked at $1.36M in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.