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HEQTHEQT
Showing 8 of 11 quarters

Position history for Private Advisor Group, LLCPrivate Advisor Group, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Yes. Private Advisor Group holds 698,185 shares of HEQT (Simplify Exchange Traded Fun), worth $23.4M, as of its Q2 2026 13F filing. It increased the position by 160,958 shares (+30.0%) from Q1 2026. Private Advisor Group has held HEQT since Q4 2023, across 11 quarterly 13F filings. HEQT is 0.1% of Private Advisor Group's reported 13F portfolio.

Current Value

$23.4M

Current Shares

698,185

Total Value Change

-$2.1M

Total Shares Change

-186,187

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
698,185
+30.0%
$23.4M0.1%$33.54
43
2026-Q1
Decreased
537,227
-52.1%
$16.9M0.1%$32.28
0
2025-Q4
Increased
1.1M
+466.8%
$35.9M0.2%$32.15
56
2025-Q3
Decreased
197,714
-23.5%
$6.2M0.0%$31.08
0
2025-Q2
Decreased
258,514
-68.5%
$7.8M0.0%$29.81
0
2025-Q1
Increased
819,883
+17.7%
$23.4M0.1%$28.21
40
2024-Q4
Decreased
696,683
-21.2%
$20.5M0.1%$29.23
0
2024-Q3
Increased
884,372
+267.3%
$25.5M0.2%$28.38
55

Other major holders of HEQT: LPL Financial LLC, CAPTRUST FINANCIAL ADVISORS

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