UBS Group
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UBS Group’s Simplify Hedged Equity ETF HEQT Stock Holding History

UBS Group’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 		$3.6M Buy
107,464
+6,767
+7% +$223K ﹤0.01% 4504
2026
Q1 		$3.17M Sell
100,697
-12,027
-11% -$387K ﹤0.01% 4537
2025
Q4 		$3.61M Sell
112,724
-92,680
-45% -$2.94M ﹤0.01% 4351
2025
Q3 		$6.42M Sell
205,404
-50,116
-20% -$1.54M ﹤0.01% 3781
2025
Q2 		$7.68M Buy
255,520
+59,882
+31% +$1.74M ﹤0.01% 3395
2025
Q1 		$5.59M Sell
195,638
-43,368
-18% -$1.28M ﹤0.01% 3677
2024
Q4 		$7.05M Buy
239,006
+94,644
+66% +$2.79M ﹤0.01% 3456
2024
Q3 		$4.17M Buy
144,362
+133,882
+1,278% +$3.75M ﹤0.01% 3261
2024
Q2 		$290K Sell
10,480
-23,119
-69% -$620K ﹤0.01% 5409
2024
Q1 		$890K Buy
+33,599
New +$869K ﹤0.01% 4694
2023
Q4 		– Sell
-839
Closed -$20.4K – 9549
2023
Q3 		$20.4K Buy
+839
New +$20.9K ﹤0.01% 6792
2023
Q2 		– Sell
-3,913
Closed -$92.5K – 9197
2023
Q1 		$92.5K Buy
+3,913
New +$91K ﹤0.01% 5964
2022
Q2 		– Sell
-2,508
Closed -$62K – 10570
2022
Q1 		$62K Buy
+2,508
New +$61.5K ﹤0.01% 6278

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 $104B AUM 28.3% 1-Year Est. Return

UBS Group's HEQT Position: Q2 2026 in Review

UBS Group increased its Simplify Hedged Equity ETF (HEQT) stake by 6.7% in Q2 2026, buying an estimated $223K and bringing the position to 107,464 shares worth $3.6M. The position accounts for ﹤0.01% of the portfolio, ranked #4504.

UBS Group first reported a position in HEQT in Q1 2022 and has held it in 13 quarters since. The position peaked at $7.68M in Q2 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • UBS Group held 107,464 shares of Simplify Hedged Equity ETF worth $3.6M as of Q2 2026.
  • UBS Group bought 6,767 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $223K.
  • Simplify Hedged Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4504 holding.
  • UBS Group first reported a position in Simplify Hedged Equity ETF in Q1 2022 and has held it in 13 quarters since.
  • UBS Group's Simplify Hedged Equity ETF position peaked at $7.68M in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.