Brinker Capital Investments’s Simplify Hedged Equity ETF HEQT Stock Holding History

Brinker Capital Investments’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	$9.13M	Buy	+289,699	New	+$9.31M	0.08%	225
2024 Q2	–	Sell	-541,710	Closed	-$14.3M	–	1746
2024 Q1	$14.3M	Buy	541,710 +366,768	+210%	+$9.49M	0.15%	136
2023 Q4	$4.42M	Buy	174,942 +30,001	+21%	+$747K	0.05%	329
2023 Q3	$3.53M	Sell	144,941 -171,406	-54%	-$4.27M	0.04%	387
2023 Q2	$7.85M	Buy	316,347 +140,912	+80%	+$3.41M	0.08%	233
2023 Q1	$4.15M	Buy	175,435 +19,623	+13%	+$456K	0.05%	318
2022 Q4	$3.52M	Buy	155,812 +35,648	+30%	+$831K	0.07%	279
2022 Q3	$2.74M	Sell	120,164 -4,622	-4%	-$109K	0.06%	337
2022 Q2	$2.87M	Sell	124,786 -17,423	-12%	-$409K	0.05%	336
2022 Q1	$3.49M	Buy	+142,209	New	+$3.49M	0.05%	337

Other funds holding HEQT

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $102M AUM

Brinker Capital Investments's HEQT Position: Q1 2026 in Review

Brinker Capital Investments opened a new position in Simplify Hedged Equity ETF (HEQT) in Q1 2026: 289,699 shares worth $9.13M. The stake represents 0.08% of the portfolio and ranks #225 among its holdings. This is a return to the name: Brinker Capital Investments previously reported a position in HEQT as recently as Q1 2024.

Brinker Capital Investments first reported a position in HEQT in Q1 2022 and has held it in 10 quarters since. The position peaked at $14.3M in Q1 2024. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

Brinker Capital Investments held 289,699 shares of Simplify Hedged Equity ETF worth $9.13M as of Q1 2026.
Simplify Hedged Equity ETF was a new Brinker Capital Investments position in Q1 2026.
Simplify Hedged Equity ETF made up 0.08% of Brinker Capital Investments's portfolio in Q1 2026, its #225 holding.
Brinker Capital Investments first reported a position in Simplify Hedged Equity ETF in Q1 2022 and has held it in 10 quarters since.
Brinker Capital Investments's Simplify Hedged Equity ETF position peaked at $14.3M in Q1 2024.
87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.