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ARQ Wealth Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

ARQ Wealth Advisors’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 		$9.53M Buy
302,463
+29,412
+11% +$946K 1.72% 17
2025
Q4 		$8.75M Buy
273,051
+18,658
+7% +$591K 2.36% 16
2025
Q3 		$7.95M Buy
254,393
+13,443
+6% +$412K 2.35% 16
2025
Q2 		$6.89M Hold
240,950
– – 2.36% 17
2025
Q1 		$6.89M Sell
240,950
-1,031
-0.4% -$30.5K 2.55% 16
2024
Q4 		$7.13M Buy
241,981
+2,272
+0.9% +$67.1K 2.71% 14
2024
Q3 		$6.82M Buy
239,709
+3,114
+1% +$87.2K 2.58% 13
2024
Q2 		$6.55M Buy
236,595
+5,110
+2% +$137K 2.83% 12
2024
Q1 		$6.13M Buy
231,485
+35,661
+18% +$923K 2.66% 13
2023
Q4 		$4.95M Buy
195,824
+21,700
+12% +$540K 2.94% 13
2023
Q3 		$4.24M Sell
174,124
-4,078
-2% -$102K 3.18% 12
2023
Q2 		$4.42M Buy
178,202
+156,583
+724% +$3.79M 2.87% 14
2023
Q1 		$511K Buy
+21,619
New +$503K 0.38% 40

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
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
IWA
Independent Wealth Advisors Cary, North Carolina $102M AUM

ARQ Wealth Advisors's HEQT Position: Q1 2026 in Review

ARQ Wealth Advisors increased its Simplify Hedged Equity ETF (HEQT) stake by 11% in Q1 2026, buying an estimated $946K and bringing the position to 302,463 shares worth $9.53M. The position accounts for 1.72% of the portfolio, ranked #17.

ARQ Wealth Advisors first reported a position in HEQT in Q1 2023 and has held it in 13 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • ARQ Wealth Advisors held 302,463 shares of Simplify Hedged Equity ETF worth $9.53M as of Q1 2026.
  • ARQ Wealth Advisors bought 29,412 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $946K.
  • Simplify Hedged Equity ETF made up 1.72% of ARQ Wealth Advisors's portfolio in Q1 2026, its #17 holding.
  • ARQ Wealth Advisors first reported a position in Simplify Hedged Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.