Advisory Services Network’s Simplify Hedged Equity ETF HEQT Stock Holding History

Advisory Services Network’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	$1.68K	Buy	+53	New	+$1.7K	﹤0.01%	4185
2025 Q4	–	Sell	-396	Closed	-$12.4K	–	2874
2025 Q3	$12.4K	Sell	396 -44,373	-99%	-$1.36M	﹤0.01%	3184
2025 Q2	$1.36M	Buy	44,769 +3,856	+9%	+$112K	0.02%	704
2025 Q1	$1.17M	Buy	+40,913	New	+$1.21M	0.02%	702

Other funds holding HEQT

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Advisory Services Network's HEQT Position: Q1 2026 in Review

Advisory Services Network opened a new position in Simplify Hedged Equity ETF (HEQT) in Q1 2026: 53 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #4185 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in HEQT as recently as Q3 2025.

Advisory Services Network first reported a position in HEQT in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q2 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

Advisory Services Network held 53 shares of Simplify Hedged Equity ETF worth $1.68K as of Q1 2026.
Simplify Hedged Equity ETF was a new Advisory Services Network position in Q1 2026.
Simplify Hedged Equity ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4185 holding.
Advisory Services Network first reported a position in Simplify Hedged Equity ETF in Q1 2025 and has held it in 4 quarters since.
Advisory Services Network's Simplify Hedged Equity ETF position peaked at $1.36M in Q2 2025.
87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.