Betterment LLC
HEQT icon

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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Betterment LLC's HEQT Position: Q1 2026 in Review

Betterment LLC reduced its Simplify Hedged Equity ETF (HEQT) stake by 1.2% in Q1 2026, selling an estimated $3.5K and leaving 9,207 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Betterment LLC first reported a position in HEQT in Q4 2024 and has held it in 6 quarters since. The position peaked at $299K in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Betterment LLC held 9,207 shares of Simplify Hedged Equity ETF worth $290K as of Q1 2026.
  • Betterment LLC sold 109 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $3.5K.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #541 holding.
  • Betterment LLC first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Betterment LLC's Simplify Hedged Equity ETF position peaked at $299K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.