Betterment LLC
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Betterment LLC’s Simplify Hedged Equity ETF HEQT Stock Holding History

Betterment LLC’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 		$308K Sell
9,184
-23
-0.2% -$758 ﹤0.01% 576
2026
Q1 		$290K Sell
9,207
-109
-1% -$3.5K ﹤0.01% 541
2025
Q4 		$299K Buy
9,316
+1,007
+12% +$31.9K ﹤0.01% 496
2025
Q3 		$260K Buy
8,309
+118
+1% +$3.62K ﹤0.01% 476
2025
Q2 		$246K Buy
8,191
+285
+4% +$8.27K ﹤0.01% 462
2025
Q1 		$226K Buy
7,906
+104
+1% +$3.08K ﹤0.01% 440
2024
Q4 		$230K Buy
+7,802
New +$230K ﹤0.01% 419

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

Betterment LLC's HEQT Position: Q2 2026 in Review

Betterment LLC reduced its Simplify Hedged Equity ETF (HEQT) stake by 0.25% in Q2 2026, selling an estimated $758 and leaving 9,184 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Betterment LLC first reported a position in HEQT in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Betterment LLC held 9,184 shares of Simplify Hedged Equity ETF worth $308K as of Q2 2026.
  • Betterment LLC sold 23 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $758.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #576 holding.
  • Betterment LLC first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.