Bank of America
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Bank of America’s Simplify Hedged Equity ETF HEQT Stock Holding History

Bank of America’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 		$382K Buy
+11,393
New +$375K ﹤0.01% 5097
2025
Q3 		– Sell
-16,493
Closed -$496K – 8478
2025
Q2 		$496K Buy
+16,493
New +$479K ﹤0.01% 5715

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

Bank of America's HEQT Position: Q2 2026 in Review

Bank of America opened a new position in Simplify Hedged Equity ETF (HEQT) in Q2 2026: 11,393 shares worth $382K. The stake represents ﹤0.01% of the portfolio and ranks #5097 among its holdings. This is a return to the name: Bank of America previously reported a position in HEQT as recently as Q2 2025.

Bank of America first reported a position in HEQT in Q2 2025 and has held it in 2 quarters since. The position peaked at $496K in Q2 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Bank of America held 11,393 shares of Simplify Hedged Equity ETF worth $382K as of Q2 2026.
  • Simplify Hedged Equity ETF was a new Bank of America position in Q2 2026.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #5097 holding.
  • Bank of America first reported a position in Simplify Hedged Equity ETF in Q2 2025 and has held it in 2 quarters since.
  • Bank of America's Simplify Hedged Equity ETF position peaked at $496K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.