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Advisors Preferred’s Simplify Hedged Equity ETF HEQT Stock Holding History

Advisors Preferred’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
2026
Q1 		– Sell
-3,486
Closed -$112K – 246
2025
Q4 		$112K Buy
+3,486
New +$110K 0.02% 184
2025
Q2 		– Sell
-18,272
Closed -$523K – 241
2025
Q1 		$523K Buy
+18,272
New +$541K 0.07% 161

Other funds holding HEQT

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Advisors Preferred's HEQT Position: Q1 2026 in Review

Advisors Preferred sold out of Simplify Hedged Equity ETF (HEQT) in Q1 2026, closing a stake of 3,486 shares — an estimated $112K sold.

Advisors Preferred first reported a position in HEQT in Q1 2025 and held it in 2 quarters. The position peaked at $523K in Q1 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Advisors Preferred reported no remaining Simplify Hedged Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Advisors Preferred sold 3,486 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $112K.
  • Advisors Preferred first reported a position in Simplify Hedged Equity ETF in Q1 2025 and held it in 2 quarters.
  • Advisors Preferred's Simplify Hedged Equity ETF position peaked at $523K in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.