AE Wealth Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

AE Wealth 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
2026 Q2	$276K	Buy	8,236 +6	+0.1%	+$198	﹤0.01%	1532
2026 Q1	$259K	Buy	8,230 +2,298	+39%	+$73.9K	﹤0.01%	1466
2025 Q4	$190K	Sell	5,932 -730	-11%	-$23.1K	﹤0.01%	1530
2025 Q3	$208K	Sell	6,662 -65	-1%	-$1.99K	﹤0.01%	1381
2025 Q2	$202K	Sell	6,727 -1,741	-21%	-$50.5K	﹤0.01%	1307
2025 Q1	$242K	Sell	8,468 -1,501	-15%	-$44.4K	﹤0.01%	1196
2024 Q4	$294K	Buy	+9,969	New	+$294K	﹤0.01%	1112

Other funds holding HEQT

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $111M AUM

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AE Wealth Management's HEQT Position: Q2 2026 in Review

AE Wealth Management increased its Simplify Hedged Equity ETF (HEQT) stake by 0.07% in Q2 2026, buying an estimated $198 and bringing the position to 8,236 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

AE Wealth Management first reported a position in HEQT in Q4 2024 and has held it in 7 quarters since. The position peaked at $294K in Q4 2024. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

AE Wealth Management held 8,236 shares of Simplify Hedged Equity ETF worth $276K as of Q2 2026.
AE Wealth Management bought 6 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $198.
Simplify Hedged Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1532 holding.
AE Wealth Management first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's Simplify Hedged Equity ETF position peaked at $294K in Q4 2024.
86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.