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Belpointe Asset Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Belpointe Asset 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
Q3 		– Sell
-139,806
Closed -$4.2M – 1010
2025
Q2 		$4.2M Buy
+139,806
New +$4.06M 0.18% 102

Other funds holding HEQT

WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Belpointe Asset Management's HEQT Position: Q3 2025 in Review

Belpointe Asset Management sold out of Simplify Hedged Equity ETF (HEQT) in Q3 2025, closing a stake of 139,806 shares — an estimated $4.2M sold.

Belpointe Asset Management first reported a position in HEQT in Q2 2025 and held it in 1 quarter. The position peaked at $4.2M in Q2 2025. 73 funds tracked by Wall St. Rank hold HEQT as of Q3 2025.

  • Belpointe Asset Management reported no remaining Simplify Hedged Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 139,806 Simplify Hedged Equity ETF shares in Q3 2025, an estimated $4.2M.
  • Belpointe Asset Management first reported a position in Simplify Hedged Equity ETF in Q2 2025 and held it in 1 quarter.
  • Belpointe Asset Management's Simplify Hedged Equity ETF position peaked at $4.2M in Q2 2025.
  • 73 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.