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3EDGE Asset Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

3EDGE Asset Management’s Portfolio HEQT Stock Details HEQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-87,080
Closed -$2.62M – 101
2025
Q2 		$2.62M Buy
87,080
+62,477
+254% +$1.81M 0.16% 49
2025
Q1 		$703K Buy
+24,603
New +$728K 0.05% 69
2024
Q2 		– Sell
-5,096,110
Closed -$135M – 73
2024
Q1 		$135M Buy
+5,096,110
New +$132M 10.52% 3

Other funds holding HEQT

WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

3EDGE Asset Management's HEQT Position: Q3 2025 in Review

3EDGE Asset Management sold out of Simplify Hedged Equity ETF (HEQT) in Q3 2025, closing a stake of 87,080 shares — an estimated $2.62M sold.

3EDGE Asset Management first reported a position in HEQT in Q1 2024 and held it in 3 quarters. The position peaked at $135M in Q1 2024. 73 funds tracked by Wall St. Rank hold HEQT as of Q3 2025.

  • 3EDGE Asset Management reported no remaining Simplify Hedged Equity ETF position as of Q3 2025 after selling out during the quarter.
  • 3EDGE Asset Management sold 87,080 Simplify Hedged Equity ETF shares in Q3 2025, an estimated $2.62M.
  • 3EDGE Asset Management first reported a position in Simplify Hedged Equity ETF in Q1 2024 and held it in 3 quarters.
  • 3EDGE Asset Management's Simplify Hedged Equity ETF position peaked at $135M in Q1 2024.
  • 73 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2025.

Based on 3EDGE Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.