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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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