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Diversify Wealth Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Diversify Wealth Management’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
+67
+0.6% +$2.21K 0.01% 973
2026
Q1 		$371K Buy
+11,301
New +$363K 0.01% 899

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 Wealth Management's HEQT Position: Q2 2026 in Review

Diversify Wealth Management increased its Simplify Hedged Equity ETF (HEQT) stake by 0.59% in Q2 2026, buying an estimated $2.21K and bringing the position to 11,368 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #973.

Diversify Wealth Management first reported a position in HEQT in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Diversify Wealth Management held 11,368 shares of Simplify Hedged Equity ETF worth $380K as of Q2 2026.
  • Diversify Wealth Management bought 67 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $2.21K.
  • Simplify Hedged Equity ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #973 holding.
  • Diversify Wealth Management first reported a position in Simplify Hedged Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.