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HEQTHEQT
7 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Yes. AE Wealth Management holds 8,236 shares of HEQT (Simplify Exchange Traded Fun), worth $276,250, as of its Q2 2026 13F filing. It increased the position by 6 shares (+0.1%) from Q1 2026. AE Wealth Management has held HEQT since Q4 2024, across 7 quarterly 13F filings.

Current Value

$276,250

Current Shares

8,236

Total Value Change

-$17,636

Total Shares Change

-1,733

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8,236
+0.1%
$276,2500.0%$33.54
23
2026-Q1
Increased
8,230
+38.7%
$259,2300.0%$32.28
31
2025-Q4
Decreased
5,932
-11.0%
$190,1210.0%$32.15
0
2025-Q3
Decreased
6,662
-1.0%
$208,1010.0%$31.08
0
2025-Q2
Decreased
6,727
-20.6%
$202,1460.0%$29.81
0
2025-Q1
Decreased
8,468
-15.1%
$241,9730.0%$28.21
0
2024-Q4
New
9,969
-
$293,8860.0%$29.23
32

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

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