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Longview Asset Management (California)’s Simplify Hedged Equity ETF HEQT Stock Holding History

Longview Asset Management (California)’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 		$91.3K Buy
2,722
+301
+12% +$9.92K 0.05% 63
2026
Q1 		$76.3K Hold
2,421
– – 0.04% 63
2025
Q4 		$77.6K Sell
2,421
-25
-1% -$792 0.04% 68
2025
Q3 		$76.4K Sell
2,446
-160
-6% -$4.9K 0.04% 65
2025
Q2 		$78.3K Sell
2,606
-225
-8% -$6.53K 0.05% 54
2025
Q1 		$80.9K Sell
2,831
-4,631
-62% -$137K 0.05% 53
2024
Q4 		$220K Buy
+7,462
New +$220K 0.15% 36

Other funds holding HEQT

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
BRG
Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM

Longview Asset Management (California)'s HEQT Position: Q2 2026 in Review

Longview Asset Management (California) increased its Simplify Hedged Equity ETF (HEQT) stake by 12% in Q2 2026, buying an estimated $9.92K and bringing the position to 2,722 shares worth $91.3K. The position accounts for 0.05% of the portfolio, ranked #63.

Longview Asset Management (California) first reported a position in HEQT in Q4 2024 and has held it in 7 quarters since. The position peaked at $220K in Q4 2024. 16 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Longview Asset Management (California) held 2,722 shares of Simplify Hedged Equity ETF worth $91.3K as of Q2 2026.
  • Longview Asset Management (California) bought 301 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $9.92K.
  • Simplify Hedged Equity ETF made up 0.05% of Longview Asset Management (California)'s portfolio in Q2 2026, its #63 holding.
  • Longview Asset Management (California) first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Longview Asset Management (California)'s Simplify Hedged Equity ETF position peaked at $220K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Longview Asset Management (California)'s 13F filing for Q2 2026, filed 14 Jul 2026.