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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 $2.01B AUM 27.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Atria Wealth Solutions's HEQT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Simplify Hedged Equity ETF (HEQT) stake by 18% in Q2 2025, selling an estimated $50.9K and leaving 8,010 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #1276.

Atria Wealth Solutions first reported a position in HEQT in Q3 2023 and has held it in 8 quarters since. The position peaked at $413K in Q4 2023. 78 funds tracked by Wall St. Rank hold HEQT as of Q2 2025.

  • Atria Wealth Solutions held 8,010 shares of Simplify Hedged Equity ETF worth $241K as of Q2 2025.
  • Atria Wealth Solutions sold 1,753 Simplify Hedged Equity ETF shares in Q2 2025, an estimated $50.9K.
  • Simplify Hedged Equity ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1276 holding.
  • Atria Wealth Solutions first reported a position in Simplify Hedged Equity ETF in Q3 2023 and has held it in 8 quarters since.
  • Atria Wealth Solutions's Simplify Hedged Equity ETF position peaked at $413K in Q4 2023.
  • 78 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.