HEQTETF / FundSimplify Hedged Equity ETF
Verdicts genuinely change. Free email alert the moment HEQT's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
Simplify Hedged Equity ETF ETF · Simplify Exchange Traded Funds
11 holdings · as of 2026-06-30 (4.0 months ago) The fund may have traded since. SEC Form N-PORT is filed quarterly and lags the period it covers, so these are the most recent holdings on file, not the fund’s holdings today.
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 103% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
UNVERIFIED None of this fund's 11 holdings matched a company in our screened universe. It does file equity positions — the shortfall is in our matching, not in the fund, and it can close on a later screen. Usually this is foreign listings or naming we have not yet resolved.
Largest holdings: ISHARES TRUST, THE OPTIONS CLEARING CORPORATION, THE OPTIONS CLEARING CORPORATION, THE OPTIONS CLEARING CORPORATION, THE OPTIONS CLEARING CORPORATION.
11 holdings, 0 matched (0% of weight). Portfolio as of 2026-06-30, filed 2026-08-24. Source: SEC Form N-PORT.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
All holdings (11)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| ISHARES TRUST | UNSCREENED | 100.66% | no in-house ratios for this holding |
| THE OPTIONS CLEARING CORPORATION | UNSCREENED | 0.82% | no in-house ratios for this holding |
| THE OPTIONS CLEARING CORPORATION | UNSCREENED | 0.39% | no in-house ratios for this holding |
| THE OPTIONS CLEARING CORPORATION | UNSCREENED | 0.30% | no in-house ratios for this holding |
| THE OPTIONS CLEARING CORPORATION | UNSCREENED | 0.25% | no in-house ratios for this holding |
| THE OPTIONS CLEARING CORPORATION | UNSCREENED | 0.09% | no in-house ratios for this holding |
| THE OPTIONS CLEARING CORPORATION | UNSCREENED | 0.08% | no in-house ratios for this holding |
| DREYFUS TRSY OBLIG CASH M | UNSCREENED | 0.04% | no in-house ratios for this holding |
| THE OPTIONS CLEARING CORPORATION | UNSCREENED | 0.04% | no in-house ratios for this holding |
| THE OPTIONS CLEARING CORPORATION | UNSCREENED | 0.01% | no in-house ratios for this holding |
| THE OPTIONS CLEARING CORPORATION | UNSCREENED | 0.00% | no in-house ratios for this holding |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Why this signal?
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
Screened on its holdings, not its name
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
Holdings as of 2026-06-30, filed 2026-08-24 — 123 days ago. A fund can trade differently from its last filed holdings; this reading is of that filing, not of today.
| Holding | Weight | Verdict |
|---|---|---|
| ISHARES TRUSTnot matched to a ticker | 100.66% | Not screened |
| THE OPTIONS CLEARING CORPORATIONnot matched to a ticker · short | 0.82% | Not screened |
| THE OPTIONS CLEARING CORPORATIONnot matched to a ticker | 0.39% | Not screened |
| THE OPTIONS CLEARING CORPORATIONnot matched to a ticker · short | 0.30% | Not screened |
| THE OPTIONS CLEARING CORPORATIONnot matched to a ticker | 0.25% | Not screened |
| THE OPTIONS CLEARING CORPORATIONnot matched to a ticker · short | 0.09% | Not screened |
| THE OPTIONS CLEARING CORPORATIONnot matched to a ticker · short | 0.08% | Not screened |
| DREYFUS TRSY OBLIG CASH Mnot matched to a ticker | 0.04% | Not screened |
| THE OPTIONS CLEARING CORPORATIONnot matched to a ticker · short | 0.04% | Not screened |
| THE OPTIONS CLEARING CORPORATIONnot matched to a ticker | 0.01% | Not screened |
Top 10 of 11 holdings, 102.7% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- ISHARES TRUSTnot screened100.66%
- THE OPTIONS CLEARING CORPORATIONnot screened0.82%
- THE OPTIONS CLEARING CORPORATIONnot screened0.39%
- THE OPTIONS CLEARING CORPORATIONnot screened0.30%
- THE OPTIONS CLEARING CORPORATIONnot screened0.25%
- THE OPTIONS CLEARING CORPORATIONnot screened0.09%
Coverage, and whether it moves the verdict
The date of the figures behind this verdict is not recorded, so nothing below can be placed either side of the screen. Nothing here is tagged as a screening input: what actually fed the verdict is recorded above under “What changed, and when”, and a headline dated the same day as a re-score did not necessarily cause it.
What changed, and when
Verdict history for HEQT. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for HEQT has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 5 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
Price Forecast
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Technical Summary
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 41.30 | NEUTRAL |
| Stochastic %K (14) | 15.05 | BUY |
| CCI (20) | -205.08 | BUY |
| Williams %R (14) | -84.95 | BUY |
| MACD (12,26,9) | -0.03 | SELL |
| ROC (10) | -0.67 | SELL |
| Momentum (10) | -0.23 | SELL |
| EMA (10) | 34.50 | SELL |
| SMA (10) | 34.50 | SELL |
| EMA (20) | 34.51 | SELL |
| SMA (20) | 34.60 | SELL |
| EMA (30) | 34.48 | SELL |
| SMA (30) | 34.54 | SELL |
| EMA (50) | 34.37 | SELL |
| SMA (50) | 34.41 | SELL |
| EMA (100) | 34.00 | BUY |
| SMA (100) | 34.02 | BUY |
| EMA (200) | 33.21 | BUY |
| SMA (200) | 33.13 | BUY |
About Simplify Hedged Equity ETF
The adviser seeks to achieve the fund’s investment objective by investing primarily in equity securities and applying an option overlay known as a “put/spread collar” strategy. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, primarily by purchasing exchange-traded funds (“ETFs”) that seek to track the investment results of the S&P 500 Index. The fund typically invests at least 80% of the fund’s portfolio in underlying ETFs.
Background via Yahoo Finance — informational, not part of the verdict.
Recent Headlines
Weak — low conviction, small size or skip
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | BEARISH | 43 |
| ⏰ 4H | BEARISH | 17 |
| 🕐 1H | BEARISH | 68 |
| ⏱ 15-Min | BEARISH | 130 |
| ⏲ 5-Min | RANGING | 234 |
Momentum & Volume
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
What does unrated weight mean?
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
Does the issuer's board make it compliant?
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
How often is this re-screened?
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Insider Activity (90d)
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
COT Positioning — E-MINI S&P 500 - CHICAGO MERCANTILE EXCHANGE
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-10-27 · Asset managers net 923449 (+22072)
Key Statistics
From the nightly market snapshot, shown so the verdict sits beside the numbers it does not depend on.
AI Summary
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.