Vise Technologies’s Simplify Hedged Equity ETF HEQT Stock Holding History

Vise Technologies’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 Q3	$210K	Buy	+6,120	New	+$209K	﹤0.01%	1951

Other funds holding HEQT

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Sound Financial Strategies Group Madison, Mississippi $148M AUM 10.49% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Vise Technologies's HEQT Position: Q3 2026 in Review

Vise Technologies opened a new position in Simplify Hedged Equity ETF (HEQT) in Q3 2026: 6,120 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1951 among its holdings.

40 funds tracked by Wall St. Rank hold HEQT as of Q3 2026.

Vise Technologies held 6,120 shares of Simplify Hedged Equity ETF worth $210K as of Q3 2026.
Simplify Hedged Equity ETF was a new Vise Technologies position in Q3 2026.
Simplify Hedged Equity ETF made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1951 holding.
40 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.