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Brookwood Investment Group’s Simplify Hedged Equity ETF HEQT Stock Holding History

Brookwood Investment Group’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 		– Sell
-11,041
Closed -$348K – 570
2026
Q1 		$348K Buy
11,041
+52
+0.5% +$1.67K 0.04% 358
2025
Q4 		$352K Buy
10,989
+1,234
+13% +$39.1K 0.04% 357
2025
Q3 		$305K Buy
+9,755
New +$299K 0.04% 370

Other funds holding HEQT

Private Advisor Group
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 $2.07B AUM 21.2% 1-Year Est. Return
Brinker Capital Investments
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
OneDigital Investment Advisors
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

Brookwood Investment Group's HEQT Position: Q2 2026 in Review

Brookwood Investment Group sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2026, closing a stake of 11,041 shares — an estimated $348K sold.

Brookwood Investment Group first reported a position in HEQT in Q3 2025 and held it in 3 quarters. The position peaked at $352K in Q4 2025. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Brookwood Investment Group reported no remaining Simplify Hedged Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 11,041 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $348K.
  • Brookwood Investment Group first reported a position in Simplify Hedged Equity ETF in Q3 2025 and held it in 3 quarters.
  • Brookwood Investment Group's Simplify Hedged Equity ETF position peaked at $352K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.