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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
Q2 		$738K Sell
22,015
-9,008
-29% -$297K 0.55% 46
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

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

BFI Wealth Solutions's HEQT Position: Q2 2026 in Review

BFI Wealth Solutions reduced its Simplify Hedged Equity ETF (HEQT) stake by 29% in Q2 2026, selling an estimated $297K and leaving 22,015 shares worth $738K. The position accounts for 0.55% of the portfolio, ranked #46.

BFI Wealth Solutions first reported a position in HEQT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • BFI Wealth Solutions held 22,015 shares of Simplify Hedged Equity ETF worth $738K as of Q2 2026.
  • BFI Wealth Solutions sold 9,008 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $297K.
  • Simplify Hedged Equity ETF made up 0.55% of BFI Wealth Solutions's portfolio in Q2 2026, its #46 holding.
  • BFI Wealth Solutions first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • BFI Wealth Solutions's Simplify Hedged Equity ETF position peaked at $1.12M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.