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Advyzon Investment Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Advyzon Investment Management’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 		$335K Sell
9,980
-189
-2% -$6.23K 0.02% 579
2026
Q1 		$320K Buy
10,169
+576
+6% +$18.5K 0.03% 510
2025
Q4 		$307K Buy
+9,593
New +$304K 0.04% 439

Other funds holding HEQT

Private Advisor Group
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 $2.07B AUM 21.2% 1-Year Est. Return
Brinker Capital Investments
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
OneDigital Investment Advisors
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

Advyzon Investment Management's HEQT Position: Q2 2026 in Review

Advyzon Investment Management reduced its Simplify Hedged Equity ETF (HEQT) stake by 1.9% in Q2 2026, selling an estimated $6.23K and leaving 9,980 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #579.

Advyzon Investment Management first reported a position in HEQT in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Advyzon Investment Management held 9,980 shares of Simplify Hedged Equity ETF worth $335K as of Q2 2026.
  • Advyzon Investment Management sold 189 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $6.23K.
  • Simplify Hedged Equity ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #579 holding.
  • Advyzon Investment Management first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.