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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
2026
Q2 		$30.2K Buy
+901
New +$29.7K ﹤0.01% 286
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
LPL Financial
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
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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Alpine Bank Wealth Management's HEQT Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Simplify Hedged Equity ETF (HEQT) in Q2 2026: 901 shares worth $30.2K. The stake represents ﹤0.01% of the portfolio and ranks #286 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in HEQT as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in HEQT in Q1 2025 and has held it in 4 quarters since. The position peaked at $52.9M in Q1 2025. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Alpine Bank Wealth Management held 901 shares of Simplify Hedged Equity ETF worth $30.2K as of Q2 2026.
  • Simplify Hedged Equity ETF was a new Alpine Bank Wealth Management position in Q2 2026.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Alpine Bank Wealth Management first reported a position in Simplify Hedged Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • Alpine Bank Wealth Management's Simplify Hedged Equity ETF position peaked at $52.9M in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.