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US Bancorp’s
Simplify Hedged Equity ETF
HEQT
Stock Holding History
US Bancorp’s Portfolio
HEQT Stock Details
HEQT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$42.2K
Hold
1,340
–
–
﹤0.01%
2786
2025
Q4
$42.9K
Hold
1,340
–
–
﹤0.01%
2766
2025
Q3
$41.9K
Buy
+1,340
New
+$41.1K
﹤0.01%
2752
Other funds holding HEQT
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
PAG
Private Advisor Group
Morristown, New Jersey
$21.3B AUM
22.13%
1-Year Est. Return
WIM
WealthPlan Investment Management
Omaha, Nebraska
$1.79B AUM
17.59%
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
$555M AUM
17.82%
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
$1.87B AUM
29.51%
1-Year Est. Return
WP
WealthPLAN Partners
Omaha, Nebraska
$517M AUM
17.96%
1-Year Est. Return
Rockefeller Capital Management
New York
$56.4B AUM
24.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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