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Buck Wealth Strategies’s Simplify Hedged Equity ETF HEQT Stock Holding History

Buck Wealth Strategies’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 		$26.7K Buy
+796
New +$26.2K ﹤0.01% 429

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
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 $103B AUM 28.65% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Buck Wealth Strategies's HEQT Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Simplify Hedged Equity ETF (HEQT) in Q2 2026: 796 shares worth $26.7K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings.

49 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Buck Wealth Strategies held 796 shares of Simplify Hedged Equity ETF worth $26.7K as of Q2 2026.
  • Simplify Hedged Equity ETF was a new Buck Wealth Strategies position in Q2 2026.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #429 holding.
  • 49 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.