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Atria Investments’s Simplify Hedged Equity ETF HEQT Stock Holding History

Atria Investments’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 		$355K Buy
+11,259
New +$362K ﹤0.01% 1648

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

Atria Investments's HEQT Position: Q1 2026 in Review

Atria Investments opened a new position in Simplify Hedged Equity ETF (HEQT) in Q1 2026: 11,259 shares worth $355K. The stake represents ﹤0.01% of the portfolio and ranks #1648 among its holdings.

87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Atria Investments held 11,259 shares of Simplify Hedged Equity ETF worth $355K as of Q1 2026.
  • Simplify Hedged Equity ETF was a new Atria Investments position in Q1 2026.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1648 holding.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.