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HEQTHEQT
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Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Yes. Envestnet holds 152,958 shares of HEQT (Simplify Exchange Traded Fun), worth $5.1M, as of its Q2 2026 13F filing. It increased the position by 17,893 shares (+13.3%) from Q1 2026. Envestnet has held HEQT since Q1 2022, across 18 quarterly 13F filings.

Current Value

$5.1M

Current Shares

152,958

Total Value Change

+$4.2M

Total Shares Change

+121,372

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
152,958
+13.3%
$5.1M0.0%$33.44
30
2026-Q1
Decreased
135,065
-8.3%
$4.3M0.0%$32.28
0
2025-Q4
Decreased
147,330
-0.9%
$4.7M0.0%$32.15
0
2025-Q3
Decreased
148,708
-58.0%
$4.6M0.0%$31.08
0
2025-Q2
Increased
354,510
+22.2%
$10.7M0.0%$29.81
33
2025-Q1
Increased
290,085
+140.2%
$8.3M0.0%$28.21
44
2024-Q4
Increased
120,784
+282.4%
$3.6M0.0%$29.23
43
2024-Q3
Decreased
31,586
-2.4%
$912,2100.0%$28.38
0

Other major holders of HEQT: Private Advisor Group, LLC, LPL Financial LLC

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