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Independence Wealth Advisors (Ohio)’s Simplify Hedged Equity ETF HEQT Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$311K Buy
9,267
+10
+0.1% +$330 0.16% 63
2026
Q1 		$292K Hold
9,257
– – 0.16% 65
2025
Q4 		$297K Buy
+9,257
New +$293K 0.17% 62

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
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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

Independence Wealth Advisors (Ohio)'s HEQT Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its Simplify Hedged Equity ETF (HEQT) stake by 0.11% in Q2 2026, buying an estimated $330 and bringing the position to 9,267 shares worth $311K. The position accounts for 0.16% of the portfolio, ranked #63.

Independence Wealth Advisors (Ohio) first reported a position in HEQT in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 9,267 shares of Simplify Hedged Equity ETF worth $311K as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 10 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $330.
  • Simplify Hedged Equity ETF made up 0.16% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #63 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.