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HEQTHEQT
7 quarters

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

OneDigital Investment Advisors LLC holds 192,924 shares of HEQT (SIMPLIFY EXCHANGE TRADED FUN), worth $6.5M as of 2026-Q2. The position was increased (+70.8% shares). HEQT represents 0.1% of OneDigital Investment Advisors LLC's 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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