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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$246K Buy
8,191
+285
+4% +$8.56K ﹤0.01% 462
2025
Q1 		$226K Buy
7,906
+104
+1% +$2.97K ﹤0.01% 440
2024
Q4 		$230K Buy
+7,802
New +$230K ﹤0.01% 419