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HEQTHEQT
12 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

LPL Financial LLC holds 454,076 shares of HEQT (SIMPLIFY EXCHANGE TRADED FUN), worth $15.2M as of 2026-Q2. The position was decreased (-19.3% shares). HEQT represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$15.2M

Current Shares

454,076

Total Value Change

+$14.8M

Total Shares Change

+436,360

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
454,076
-19.3%
$15.2M0.0%$33.54
0
2026-Q1
Increased
562,601
+22.5%
$17.7M0.0%$32.28
34
2025-Q4
Increased
459,311
+13.2%
$14.7M0.0%$32.15
32
2025-Q3
Decreased
405,829
-35.4%
$12.7M0.0%$31.08
0
2025-Q2
Decreased
628,224
-47.9%
$18.9M0.0%$29.81
0
2025-Q1
Increased
1.2M
+10.9%
$34.4M0.0%$28.21
32
2024-Q4
Increased
1.1M
+195.6%
$32M0.0%$29.23
47
2024-Q3
Increased
367,569
+16.7%
$10.6M0.0%$28.38
32
2024-Q2
Increased
314,878
+172.1%
$8.7M0.0%$27.16
44
2024-Q1
Increased
115,742
+312.2%
$3.1M0.0%$25.91
43
2023-Q4
Increased
28,078
+58.5%
$709,2500.0%$24.61
35
2023-Q3
New
17,716
-
$431,6980.0%$23.02
33

Other major holders of HEQT: Private Advisor Group, LLC

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