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HEQTHEQT
7 quarters

Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Yes. OneDigital Investment Advisors holds 192,924 shares of HEQT (Simplify Exchange Traded Fun), worth $6.5M, as of its Q2 2026 13F filing. It increased the position by 79,941 shares (+70.8%) from Q1 2026. OneDigital Investment Advisors has held HEQT since Q4 2024, across 7 quarterly 13F filings. HEQT is 0.1% of OneDigital Investment Advisors' reported 13F portfolio.

Current Value

$6.5M

Current Shares

192,924

Total Value Change

+$6.1M

Total Shares Change

+179,377

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
192,924
+70.8%
$6.5M0.1%$33.54
41
2026-Q1
Increased
112,983
+34.3%
$3.6M0.0%$32.28
34
2025-Q4
Increased
84,134
+17.1%
$2.7M0.0%$32.15
31
2025-Q3
Increased
71,828
+2.5%
$2.2M0.0%$31.08
27
2025-Q2
Increased
70,039
+8.2%
$2.1M0.0%$29.81
28
2025-Q1
Increased
64,738
+377.9%
$1.8M0.0%$28.21
42
2024-Q4
New
13,547
-
$399,3520.0%$29.23
33

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

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