AssetMark Inc
HEQT icon

AssetMark Inc’s Simplify Hedged Equity ETF HEQT Stock Holding History

AssetMark Inc’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 		$21.1K Hold
628
– – ﹤0.01% 2158
2026
Q1 		$19.8K Hold
628
– – ﹤0.01% 2058
2025
Q4 		$20.1K Hold
628
– – ﹤0.01% 2002
2025
Q3 		$19.6K Hold
628
– – ﹤0.01% 1924
2025
Q2 		$18.9K Sell
628
-608
-49% -$17.6K ﹤0.01% 1821
2025
Q1 		$35.3K Buy
1,236
+61
+5% +$1.81K ﹤0.01% 1531
2024
Q4 		$34.6K Buy
+1,175
New +$34.7K ﹤0.01% 1519

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

AssetMark Inc's HEQT Position: Q2 2026 in Review

AssetMark Inc held its Simplify Hedged Equity ETF (HEQT) position steady in Q2 2026 at 628 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

AssetMark Inc first reported a position in HEQT in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.3K in Q1 2025. 34 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • AssetMark Inc held 628 shares of Simplify Hedged Equity ETF worth $21.1K as of Q2 2026.
  • AssetMark Inc left its Simplify Hedged Equity ETF share count unchanged in Q2 2026.
  • Simplify Hedged Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2158 holding.
  • AssetMark Inc first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • AssetMark Inc's Simplify Hedged Equity ETF position peaked at $35.3K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.