JY
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Jeff Yass’s Simplify Hedged Equity ETF HEQT Stock Holding History

Jeff Yass’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 		$4.38M Buy
130,648
+116,395
+817% +$3.84M ﹤0.01% 4881
2026
Q1 		$449K Buy
+14,253
New +$458K ﹤0.01% 9953
2025
Q4 		– Sell
-23,807
Closed -$744K – 12842
2025
Q3 		$744K Sell
23,807
-73,827
-76% -$2.26M ﹤0.01% 8056
2025
Q2 		$2.93M Buy
97,634
+49,668
+104% +$1.44M ﹤0.01% 5007
2025
Q1 		$1.37M Buy
+47,966
New +$1.42M ﹤0.01% 6449
2024
Q3 		– Sell
-15,664
Closed -$433K – 12403
2024
Q2 		$433K Buy
+15,664
New +$420K ﹤0.01% 8625
2023
Q3 		– Sell
-8,891
Closed -$221K – 12385
2023
Q2 		$221K Sell
8,891
-14,103
-61% -$341K ﹤0.01% 10081
2023
Q1 		$543K Buy
+22,994
New +$535K ﹤0.01% 8383

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 $103B AUM 28.65% 1-Year Est. Return

Jeff Yass's HEQT Position: Q2 2026 in Review

Jeff Yass increased its Simplify Hedged Equity ETF (HEQT) stake by 817% in Q2 2026, buying an estimated $3.84M and bringing the position to 130,648 shares worth $4.38M. The position accounts for ﹤0.01% of the portfolio, ranked #4881.

Jeff Yass first reported a position in HEQT in Q1 2023 and has held it in 8 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Jeff Yass held 130,648 shares of Simplify Hedged Equity ETF worth $4.38M as of Q2 2026.
  • Jeff Yass bought 116,395 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $3.84M.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4881 holding.
  • Jeff Yass first reported a position in Simplify Hedged Equity ETF in Q1 2023 and has held it in 8 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.