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ATX Financial Planning’s Simplify Hedged Equity ETF HEQT Stock Holding History

ATX Financial Planning’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 		$671K Buy
20,009
+9,319
+87% +$307K 0.44% 46
2026
Q1 		$337K Sell
10,690
-34,133
-76% -$1.1M 0.26% 60
2025
Q4 		$1.44M Buy
+44,823
New +$1.42M 1.11% 26

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
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
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 $103B AUM 28.65% 1-Year Est. Return

ATX Financial Planning's HEQT Position: Q2 2026 in Review

ATX Financial Planning increased its Simplify Hedged Equity ETF (HEQT) stake by 87% in Q2 2026, buying an estimated $307K and bringing the position to 20,009 shares worth $671K. The position accounts for 0.44% of the portfolio, ranked #46.

ATX Financial Planning first reported a position in HEQT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • ATX Financial Planning held 20,009 shares of Simplify Hedged Equity ETF worth $671K as of Q2 2026.
  • ATX Financial Planning bought 9,319 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $307K.
  • Simplify Hedged Equity ETF made up 0.44% of ATX Financial Planning's portfolio in Q2 2026, its #46 holding.
  • ATX Financial Planning first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • ATX Financial Planning's Simplify Hedged Equity ETF position peaked at $1.44M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.