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

Ameritas Advisory Services’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 		$3.75M Buy
111,920
+21,371
+24% +$704K 0.08% 242
2026
Q1 		$2.85M Sell
90,549
-36,501
-29% -$1.17M 0.11% 176
2025
Q4 		$4.07M Sell
127,050
-119,783
-49% -$3.8M 0.15% 132
2025
Q3 		$7.71M Buy
246,833
+109,291
+79% +$3.35M 0.5% 45
2025
Q2 		$4.13M Sell
137,542
-210,508
-60% -$6.11M 0.22% 102
2025
Q1 		$10.2M Sell
348,050
-67,491
-16% -$2M 0.41% 45
2024
Q4 		$12.3M Buy
415,541
+90,549
+28% +$2.67M 0.42% 47
2024
Q3 		$9.39M Sell
324,992
-99,426
-23% -$2.78M 0.41% 51
2024
Q2 		$11.7M Buy
424,418
+4,345
+1% +$117K 0.44% 48
2024
Q1 		$11M Buy
420,073
+328,616
+359% +$8.5M 0.45% 47
2023
Q4 		$2.36M Sell
91,457
-356,284
-80% -$8.87M 0.13% 151
2023
Q3 		$10.9M Buy
447,741
+81,486
+22% +$2.03M 0.55% 40
2023
Q2 		$9.05M Buy
366,255
+94,740
+35% +$2.29M 1.16% 13
2023
Q1 		$6.43M Sell
271,515
-142,847
-34% -$3.32M 0.32% 66
2022
Q4 		$9.35M Buy
+414,362
New +$9.66M 0.43% 47

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

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

Ameritas Advisory Services increased its Simplify Hedged Equity ETF (HEQT) stake by 24% in Q2 2026, buying an estimated $704K and bringing the position to 111,920 shares worth $3.75M. The position accounts for 0.08% of the portfolio, ranked #242.

Ameritas Advisory Services first reported a position in HEQT in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.3M in Q4 2024. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Ameritas Advisory Services held 111,920 shares of Simplify Hedged Equity ETF worth $3.75M as of Q2 2026.
  • Ameritas Advisory Services bought 21,371 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $704K.
  • Simplify Hedged Equity ETF made up 0.08% of Ameritas Advisory Services's portfolio in Q2 2026, its #242 holding.
  • Ameritas Advisory Services first reported a position in Simplify Hedged Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Ameritas Advisory Services's Simplify Hedged Equity ETF position peaked at $12.3M in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.