Back to 
Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC
HEQTShowing 8 of 16 quarters
Position history for Steward Partners Investment Advisory, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN
Yes. Steward Partners Investment Advisory holds 86,259 shares of HEQT (Simplify Exchange Traded Fun), worth $2.9M, as of its Q2 2026 13F filing. It reduced the position by 3,693 shares (-4.1%) from Q1 2026. Steward Partners Investment Advisory has held HEQT since Q3 2022, across 16 quarterly 13F filings.
Current Value
$2.9M
Current Shares
86,259
Total Value Change
-$2.2M
Total Shares Change
-89,620
Quarter-by-Quarter History
Other major holders of HEQT: Private Advisor Group, LLC, LPL Financial LLC