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Bay Rivers Group’s Simplify Hedged Equity ETF HEQT Stock Holding History

Bay Rivers Group’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 		$960K Buy
28,608
+1,118
+4% +$36.8K 0.33% 53
2026
Q1 		$866K Buy
27,490
+7,728
+39% +$248K 0.36% 49
2025
Q4 		$633K Buy
19,762
+3,198
+19% +$101K 0.26% 53
2025
Q3 		$517K Buy
16,564
+2,095
+14% +$64.2K 0.22% 58
2025
Q2 		$435K Buy
14,469
+399
+3% +$11.6K 0.2% 65
2025
Q1 		$402K Buy
14,070
+1,070
+8% +$31.7K 0.21% 63
2024
Q4 		$383K Buy
+13,000
New +$384K 0.19% 64

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 $104B AUM 28.3% 1-Year Est. Return

Bay Rivers Group's HEQT Position: Q2 2026 in Review

Bay Rivers Group increased its Simplify Hedged Equity ETF (HEQT) stake by 4.1% in Q2 2026, buying an estimated $36.8K and bringing the position to 28,608 shares worth $960K. The position accounts for 0.33% of the portfolio, ranked #53.

Bay Rivers Group first reported a position in HEQT in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Bay Rivers Group held 28,608 shares of Simplify Hedged Equity ETF worth $960K as of Q2 2026.
  • Bay Rivers Group bought 1,118 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $36.8K.
  • Simplify Hedged Equity ETF made up 0.33% of Bay Rivers Group's portfolio in Q2 2026, its #53 holding.
  • Bay Rivers Group first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.