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Atria Wealth Solutions’s Simplify Hedged Equity ETF HEQT Stock Holding History

Atria Wealth Solutions’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
Q2 		$241K Sell
8,010
-1,753
-18% -$50.9K 0.01% 1276
2025
Q1 		$279K Sell
9,763
-1,650
-14% -$48.9K ﹤0.01% 1513
2024
Q4 		$336K Sell
11,413
-2,645
-19% -$78.1K ﹤0.01% 1477
2024
Q3 		$406K Sell
14,058
-245
-2% -$6.86K ﹤0.01% 1345
2024
Q2 		$396K Sell
14,303
-391
-3% -$10.5K ﹤0.01% 1347
2024
Q1 		$389K Sell
14,694
-1,654
-10% -$42.8K ﹤0.01% 1383
2023
Q4 		$413K Buy
16,348
+5,846
+56% +$146K 0.01% 1312
2023
Q3 		$256K Buy
+10,502
New +$262K ﹤0.01% 1518

Other funds holding HEQT

WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return