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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
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

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

AE Wealth Management's HEQT Position: Q1 2026 in Review

AE Wealth Management increased its Simplify Hedged Equity ETF (HEQT) stake by 39% in Q1 2026, buying an estimated $73.9K and bringing the position to 8,230 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

AE Wealth Management first reported a position in HEQT in Q4 2024 and has held it in 6 quarters since. The position peaked at $294K in Q4 2024. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • AE Wealth Management held 8,230 shares of Simplify Hedged Equity ETF worth $259K as of Q1 2026.
  • AE Wealth Management bought 2,298 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $73.9K.
  • Simplify Hedged Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1466 holding.
  • AE Wealth Management first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's Simplify Hedged Equity ETF position peaked at $294K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.