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

Alpine Bank 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
2025
Q4 		– Sell
-901
Closed -$28.1K – 260
2025
Q3 		$28.1K Hold
901
– – ﹤0.01% 284
2025
Q2 		$27.1K Sell
901
-1,851,757
-100% -$53.7M ﹤0.01% 290
2025
Q1 		$52.9M Buy
+1,852,658
New +$54.9M 8.5% 4

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Alpine Bank Wealth Management's HEQT Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Simplify Hedged Equity ETF (HEQT) in Q4 2025, closing a stake of 901 shares — an estimated $28.1K sold.

Alpine Bank Wealth Management first reported a position in HEQT in Q1 2025 and held it in 3 quarters. The position peaked at $52.9M in Q1 2025. 81 funds tracked by Wall St. Rank hold HEQT as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining Simplify Hedged Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 901 Simplify Hedged Equity ETF shares in Q4 2025, an estimated $28.1K.
  • Alpine Bank Wealth Management first reported a position in Simplify Hedged Equity ETF in Q1 2025 and held it in 3 quarters.
  • Alpine Bank Wealth Management's Simplify Hedged Equity ETF position peaked at $52.9M in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.