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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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Brookwood Investment Group's HEQT Position: Q1 2026 in Review

Brookwood Investment Group increased its Simplify Hedged Equity ETF (HEQT) stake by 0.47% in Q1 2026, buying an estimated $1.67K and bringing the position to 11,041 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #358.

Brookwood Investment Group first reported a position in HEQT in Q3 2025 and has held it in 3 quarters since. The position peaked at $352K in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Brookwood Investment Group held 11,041 shares of Simplify Hedged Equity ETF worth $348K as of Q1 2026.
  • Brookwood Investment Group bought 52 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $1.67K.
  • Simplify Hedged Equity ETF made up 0.04% of Brookwood Investment Group's portfolio in Q1 2026, its #358 holding.
  • Brookwood Investment Group first reported a position in Simplify Hedged Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Brookwood Investment Group's Simplify Hedged Equity ETF position peaked at $352K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.