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 Q2	$9.6M	Sell	286,153 -3,546	-1%	-$117K	0.07%	227
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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Brinker Capital Investments's HEQT Position: Q2 2026 in Review

Brinker Capital Investments reduced its Simplify Hedged Equity ETF (HEQT) stake by 1.2% in Q2 2026, selling an estimated $117K and leaving 286,153 shares worth $9.6M. The position accounts for 0.07% of the portfolio, ranked #227.

Brinker Capital Investments first reported a position in HEQT in Q1 2022 and has held it in 11 quarters since. The position peaked at $14.3M in Q1 2024. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

Brinker Capital Investments held 286,153 shares of Simplify Hedged Equity ETF worth $9.6M as of Q2 2026.
Brinker Capital Investments sold 3,546 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $117K.
Simplify Hedged Equity ETF made up 0.07% of Brinker Capital Investments's portfolio in Q2 2026, its #227 holding.
Brinker Capital Investments first reported a position in Simplify Hedged Equity ETF in Q1 2022 and has held it in 11 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 Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.