Envestnet Asset Management
HEQT icon

Envestnet Asset Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Envestnet Asset 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 		$5.13M Buy
152,958
+17,893
+13% +$590K ﹤0.01% 2443
2026
Q1 		$4.25M Sell
135,065
-12,265
-8% -$394K ﹤0.01% 2443
2025
Q4 		$4.72M Sell
147,330
-1,378
-0.9% -$43.7K ﹤0.01% 2215
2025
Q3 		$4.65M Sell
148,708
-205,802
-58% -$6.31M ﹤0.01% 2292
2025
Q2 		$10.7M Buy
354,510
+64,425
+22% +$1.87M ﹤0.01% 1697
2025
Q1 		$8.29M Buy
290,085
+169,301
+140% +$5.01M ﹤0.01% 1789
2024
Q4 		$3.56M Buy
120,784
+89,198
+282% +$2.63M ﹤0.01% 2322
2024
Q3 		$912K Sell
31,586
-788
-2% -$22.1K ﹤0.01% 3192
2024
Q2 		$896K Sell
32,374
-29,330
-48% -$787K ﹤0.01% 3100
2024
Q1 		$1.63M Buy
61,704
+25,610
+71% +$663K ﹤0.01% 2702
2023
Q4 		$912K Sell
36,094
-41,434
-53% -$1.03M ﹤0.01% 3002
2023
Q3 		$1.89M Sell
77,528
-3,219
-4% -$80.3K ﹤0.01% 2407
2023
Q2 		$2M Buy
80,747
+13,286
+20% +$321K ﹤0.01% 2279
2023
Q1 		$1.59M Buy
67,461
+7,521
+13% +$175K ﹤0.01% 2345
2022
Q4 		$1.35M Sell
59,940
-125,662
-68% -$2.93M ﹤0.01% 2426
2022
Q3 		$4.23M Buy
185,602
+8,997
+5% +$212K ﹤0.01% 1615
2022
Q2 		$4.06M Buy
176,605
+131,801
+294% +$3.09M ﹤0.01% 1642
2022
Q1 		$1.1M Buy
+44,804
New +$1.1M ﹤0.01% 2598

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

Envestnet Asset Management's HEQT Position: Q2 2026 in Review

Envestnet Asset Management increased its Simplify Hedged Equity ETF (HEQT) stake by 13% in Q2 2026, buying an estimated $590K and bringing the position to 152,958 shares worth $5.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

Envestnet Asset Management first reported a position in HEQT in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.7M in Q2 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Envestnet Asset Management held 152,958 shares of Simplify Hedged Equity ETF worth $5.13M as of Q2 2026.
  • Envestnet Asset Management bought 17,893 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $590K.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2443 holding.
  • Envestnet Asset Management first reported a position in Simplify Hedged Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • Envestnet Asset Management's Simplify Hedged Equity ETF position peaked at $10.7M in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.