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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
Q2 		$6.58M Sell
195,133
-107,330
-35% -$3.54M 0.82% 42
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

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
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
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

ARQ Wealth Advisors's HEQT Position: Q2 2026 in Review

ARQ Wealth Advisors reduced its Simplify Hedged Equity ETF (HEQT) stake by 35% in Q2 2026, selling an estimated $3.54M and leaving 195,133 shares worth $6.58M. The position accounts for 0.82% of the portfolio, ranked #42.

ARQ Wealth Advisors first reported a position in HEQT in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.53M in Q1 2026. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • ARQ Wealth Advisors held 195,133 shares of Simplify Hedged Equity ETF worth $6.58M as of Q2 2026.
  • ARQ Wealth Advisors sold 107,330 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $3.54M.
  • Simplify Hedged Equity ETF made up 0.82% of ARQ Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • ARQ Wealth Advisors first reported a position in Simplify Hedged Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • ARQ Wealth Advisors's Simplify Hedged Equity ETF position peaked at $9.53M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.