AWM
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Avior Wealth Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-3,656
Closed -$108K – 1430
2024
Q4 		$108K Hold
3,656
– – ﹤0.01% 873
2024
Q3 		$106K Sell
3,656
-525
-13% -$14.7K ﹤0.01% 873
2024
Q2 		$116K Sell
4,181
-726
-15% -$19.5K 0.01% 817
2024
Q1 		$130K Buy
+4,907
New +$127K 0.01% 858

Other funds holding HEQT

ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avior Wealth Management's HEQT Position: Q1 2025 in Review

Avior Wealth Management sold out of Simplify Hedged Equity ETF (HEQT) in Q1 2025, closing a stake of 3,656 shares — an estimated $108K sold.

Avior Wealth Management first reported a position in HEQT in Q1 2024 and held it in 4 quarters. The position peaked at $130K in Q1 2024. 68 funds tracked by Wall St. Rank hold HEQT as of Q1 2025.

  • Avior Wealth Management reported no remaining Simplify Hedged Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,656 Simplify Hedged Equity ETF shares in Q1 2025, an estimated $108K.
  • Avior Wealth Management first reported a position in Simplify Hedged Equity ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Simplify Hedged Equity ETF position peaked at $130K in Q1 2024.
  • 68 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.