O'Shaughnessy Asset Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

O'Shaughnessy Asset Management’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	$132K	Buy	+3,940	New	+$130K	﹤0.01%	2121

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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

O'Shaughnessy Asset Management's HEQT Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in Simplify Hedged Equity ETF (HEQT) in Q2 2026: 3,940 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #2121 among its holdings.

87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

O'Shaughnessy Asset Management held 3,940 shares of Simplify Hedged Equity ETF worth $132K as of Q2 2026.
Simplify Hedged Equity ETF was a new O'Shaughnessy Asset Management position in Q2 2026.
Simplify Hedged Equity ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2121 holding.
87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.