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 Q2	$6.47M	Buy	192,924 +79,941	+71%	+$2.63M	0.05%	273
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

PAG

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

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 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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

OneDigital Investment Advisors's HEQT Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Simplify Hedged Equity ETF (HEQT) stake by 71% in Q2 2026, buying an estimated $2.63M and bringing the position to 192,924 shares worth $6.47M. The position accounts for 0.05% of the portfolio, ranked #273.

OneDigital Investment Advisors first reported a position in HEQT in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

OneDigital Investment Advisors held 192,924 shares of Simplify Hedged Equity ETF worth $6.47M as of Q2 2026.
OneDigital Investment Advisors bought 79,941 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $2.63M.
Simplify Hedged Equity ETF made up 0.05% of OneDigital Investment Advisors's portfolio in Q2 2026, its #273 holding.
OneDigital Investment Advisors first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 7 quarters since.
86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.