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HEQTHEQT
19 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in SIMPLIFY EXCHANGE TRADED FUN

OSAIC HOLDINGS, INC. holds 77,550 shares of HEQT (SIMPLIFY EXCHANGE TRADED FUN), worth $2.6M as of 2026-Q2. The position was decreased (-44.8% shares). HEQT represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$2.6M

Current Shares

77,550

Total Value Change

+$2.6M

Total Shares Change

+77,088

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
77,550
-44.8%
$2.6M0.0%$33.54
0
2026-Q1
Increased
140,547
+15.9%
$4.4M0.0%$32.28
31
2025-Q4
Decreased
121,256
-4.2%
$3.9M0.0%$32.15
0
2025-Q3
Increased
126,555
+6.7%
$3.9M0.0%$31.08
29
2025-Q2
Increased
118,609
+17.7%
$3.6M0.0%$29.81
31
2025-Q1
Decreased
100,800
-1.9%
$2.9M0.0%$28.21
0
2024-Q4
Increased
102,773
+3.2%
$3M0.0%$29.23
27
2024-Q3
Decreased
99,588
-10.9%
$2.9M0.0%$28.38
0
2024-Q2
Decreased
111,797
-23.9%
$3.1M0.0%$27.16
0
2024-Q1
Increased
146,816
+808.4%
$3.9M0.0%$25.91
43
2023-Q4
Decreased
16,162
-2.2%
$408,2490.0%$24.61
0
2023-Q3
Increased
16,527
+125.3%
$402,7200.0%$23.02
38
2023-Q2
Increased
7,337
+128.9%
$182,0310.0%$23.28
37
2023-Q1
Increased
3,205
+2.0%
$75,7300.0%$22.02
22
2022-Q4
Increased
3,141
+286.8%
$71,0000.0%$21.11
34
2022-Q3
Increased
812
+75.8%
$19,0000.0%$20.67
19
2022-Q2
Unchanged
462
0.0%
$11,0000.0%$20.78
0
2022-Q1
Unchanged
462
0.0%
$11,0000.0%$22.17
0
2021-Q4
New
462
-
$12,0000.0%$23.02
27

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

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