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Ausdal Financial Partners’s Simplify Hedged Equity ETF HEQT Stock Holding History

Ausdal Financial Partners’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
Q4 		– Sell
-24,015
Closed -$750K – 963
2025
Q3 		$750K Hold
24,015
– – 0.04% 429
2025
Q2 		$722K Sell
24,015
-329
-1% -$9.55K 0.05% 328
2025
Q1 		$696K Buy
+24,344
New +$721K 0.05% 305

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Ausdal Financial Partners's HEQT Position: Q4 2025 in Review

Ausdal Financial Partners sold out of Simplify Hedged Equity ETF (HEQT) in Q4 2025, closing a stake of 24,015 shares — an estimated $750K sold.

Ausdal Financial Partners first reported a position in HEQT in Q1 2025 and held it in 3 quarters. The position peaked at $750K in Q3 2025. 81 funds tracked by Wall St. Rank hold HEQT as of Q4 2025.

  • Ausdal Financial Partners reported no remaining Simplify Hedged Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Ausdal Financial Partners sold 24,015 Simplify Hedged Equity ETF shares in Q4 2025, an estimated $750K.
  • Ausdal Financial Partners first reported a position in Simplify Hedged Equity ETF in Q1 2025 and held it in 3 quarters.
  • Ausdal Financial Partners's Simplify Hedged Equity ETF position peaked at $750K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q4 2025.

Based on Ausdal Financial Partners's 13F filing for Q4 2025, filed 13 Feb 2026.