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

Harmony 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 		$3.79M Buy
112,975
+4,055
+4% +$134K 1.02% 21
2026
Q1 		$3.43M Buy
108,920
+2,375
+2% +$76.4K 1.05% 20
2025
Q4 		$3.41M Sell
106,545
-29,217
-22% -$926K 1.15% 18
2025
Q3 		$4.24M Buy
135,762
+1,520
+1% +$46.6K 1.46% 15
2025
Q2 		$4.03M Sell
134,242
-762
-0.6% -$22.1K 1.51% 16
2025
Q1 		$3.86M Buy
135,004
+8,285
+7% +$245K 1.62% 12
2024
Q4 		$3.74M Buy
126,719
+49,792
+65% +$1.47M 1.48% 15
2024
Q3 		$2.22M Buy
76,927
+18,605
+32% +$521K 0.82% 37
2024
Q2 		$1.61M Buy
58,322
+7,751
+15% +$208K 0.68% 43
2024
Q1 		$1.34M Buy
50,571
+40,564
+405% +$1.05M 0.55% 54
2023
Q4 		$253K Buy
+10,007
New +$249K 0.11% 117

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

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

Harmony Asset Management increased its Simplify Hedged Equity ETF (HEQT) stake by 3.7% in Q2 2026, buying an estimated $134K and bringing the position to 112,975 shares worth $3.79M. The position accounts for 1.02% of the portfolio, ranked #21.

Harmony Asset Management first reported a position in HEQT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.24M in Q3 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Harmony Asset Management held 112,975 shares of Simplify Hedged Equity ETF worth $3.79M as of Q2 2026.
  • Harmony Asset Management bought 4,055 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $134K.
  • Simplify Hedged Equity ETF made up 1.02% of Harmony Asset Management's portfolio in Q2 2026, its #21 holding.
  • Harmony Asset Management first reported a position in Simplify Hedged Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • Harmony Asset Management's Simplify Hedged Equity ETF position peaked at $4.24M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.