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Diversify Advisory Services’s Simplify Hedged Equity ETF HEQT Stock Holding History

Diversify Advisory Services’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 		$380K Buy
+11,368
New +$375K 0.01% 973
2026
Q1 		– Sell
-10,784
Closed -$349K – 485
2025
Q4 		$349K Buy
+10,784
New +$342K 0.01% 717
2024
Q2 		– Sell
-29,084
Closed -$769K – 681
2024
Q1 		$769K Buy
+29,084
New +$753K 0.05% 307

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

Diversify Advisory Services's HEQT Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Simplify Hedged Equity ETF (HEQT) in Q2 2026: 11,368 shares worth $380K. The stake represents 0.01% of the portfolio and ranks #973 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in HEQT as recently as Q4 2025.

Diversify Advisory Services first reported a position in HEQT in Q1 2024 and has held it in 3 quarters since. The position peaked at $769K in Q1 2024. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Diversify Advisory Services held 11,368 shares of Simplify Hedged Equity ETF worth $380K as of Q2 2026.
  • Simplify Hedged Equity ETF was a new Diversify Advisory Services position in Q2 2026.
  • Simplify Hedged Equity ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #973 holding.
  • Diversify Advisory Services first reported a position in Simplify Hedged Equity ETF in Q1 2024 and has held it in 3 quarters since.
  • Diversify Advisory Services's Simplify Hedged Equity ETF position peaked at $769K in Q1 2024.
  • 86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.