US Bancorp
HEQT icon

US Bancorp’s Simplify Hedged Equity ETF HEQT Stock Holding History

US Bancorp’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 		– Sell
-1,340
Closed -$42.2K – 4245
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

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

US Bancorp's HEQT Position: Q2 2026 in Review

US Bancorp sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2026, closing a stake of 1,340 shares — an estimated $42.2K sold.

US Bancorp first reported a position in HEQT in Q3 2025 and held it in 3 quarters. The position peaked at $42.9K in Q4 2025. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • US Bancorp reported no remaining Simplify Hedged Equity ETF position as of Q2 2026 after selling out during the quarter.
  • US Bancorp sold 1,340 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $42.2K.
  • US Bancorp first reported a position in Simplify Hedged Equity ETF in Q3 2025 and held it in 3 quarters.
  • US Bancorp's Simplify Hedged Equity ETF position peaked at $42.9K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on US Bancorp's 13F filing for Q2 2026, filed 12 Aug 2026.