BJF
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Blue Jean Financial’s Simplify Hedged Equity ETF HEQT Stock Holding History

Blue Jean Financial’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 		$586K Sell
17,482
-1,630
-9% -$53.7K 0.41% 68
2026
Q1 		$602K Buy
19,112
+3,280
+21% +$105K 0.5% 65
2025
Q4 		$507K Buy
+15,832
New +$502K 0.41% 70

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

Blue Jean Financial's HEQT Position: Q2 2026 in Review

Blue Jean Financial reduced its Simplify Hedged Equity ETF (HEQT) stake by 8.5% in Q2 2026, selling an estimated $53.7K and leaving 17,482 shares worth $586K. The position accounts for 0.41% of the portfolio, ranked #68.

Blue Jean Financial first reported a position in HEQT in Q4 2025 and has held it in 3 quarters since. The position peaked at $602K in Q1 2026. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Blue Jean Financial held 17,482 shares of Simplify Hedged Equity ETF worth $586K as of Q2 2026.
  • Blue Jean Financial sold 1,630 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $53.7K.
  • Simplify Hedged Equity ETF made up 0.41% of Blue Jean Financial's portfolio in Q2 2026, its #68 holding.
  • Blue Jean Financial first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Blue Jean Financial's Simplify Hedged Equity ETF position peaked at $602K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Blue Jean Financial's 13F filing for Q2 2026, filed 24 Jul 2026.