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BFI Wealth Solutions’s Simplify Hedged Equity ETF HEQT Stock Holding History

BFI Wealth Solutions’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
Q1 		$974K Sell
31,023
-3,861
-11% -$124K 0.93% 39
2025
Q4 		$1.12M Buy
+34,884
New +$1.11M 1.07% 34

Other funds holding HEQT

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BFI Wealth Solutions's HEQT Position: Q1 2026 in Review

BFI Wealth Solutions reduced its Simplify Hedged Equity ETF (HEQT) stake by 11% in Q1 2026, selling an estimated $124K and leaving 31,023 shares worth $974K. The position accounts for 0.93% of the portfolio, ranked #39.

BFI Wealth Solutions first reported a position in HEQT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.12M in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • BFI Wealth Solutions held 31,023 shares of Simplify Hedged Equity ETF worth $974K as of Q1 2026.
  • BFI Wealth Solutions sold 3,861 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $124K.
  • Simplify Hedged Equity ETF made up 0.93% of BFI Wealth Solutions's portfolio in Q1 2026, its #39 holding.
  • BFI Wealth Solutions first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • BFI Wealth Solutions's Simplify Hedged Equity ETF position peaked at $1.12M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on BFI Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.