OIA
HEQT icon

OneDigital Investment Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

OneDigital Investment Advisors’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
Q1 		$3.56M Buy
112,983
+28,849
+34% +$928K 0.03% 342
2025
Q4 		$2.7M Buy
84,134
+12,306
+17% +$390K 0.03% 394
2025
Q3 		$2.24M Buy
71,828
+1,789
+3% +$54.8K 0.02% 414
2025
Q2 		$2.1M Buy
70,039
+5,301
+8% +$154K 0.02% 420
2025
Q1 		$1.85M Buy
64,738
+51,191
+378% +$1.52M 0.02% 424
2024
Q4 		$399K Buy
+13,547
New +$400K ﹤0.01% 987

Other funds holding HEQT

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

OneDigital Investment Advisors's HEQT Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Simplify Hedged Equity ETF (HEQT) stake by 34% in Q1 2026, buying an estimated $928K and bringing the position to 112,983 shares worth $3.56M. The position accounts for 0.03% of the portfolio, ranked #342.

OneDigital Investment Advisors first reported a position in HEQT in Q4 2024 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • OneDigital Investment Advisors held 112,983 shares of Simplify Hedged Equity ETF worth $3.56M as of Q1 2026.
  • OneDigital Investment Advisors bought 28,849 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $928K.
  • Simplify Hedged Equity ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q1 2026, its #342 holding.
  • OneDigital Investment Advisors first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.