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Cambridge Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

Cambridge Advisors’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 		$1.08M Sell
32,196
-343
-1% -$11.3K 0.19% 79
2026
Q1 		$1.02M Hold
32,539
– – 0.2% 83
2025
Q4 		$1.04M Buy
32,539
+974
+3% +$30.9K 0.2% 81
2025
Q3 		$986K Sell
31,565
-1,690
-5% -$51.8K 0.19% 82
2025
Q2 		$999K Buy
33,255
+14,046
+73% +$408K 0.21% 73
2025
Q1 		$549K Buy
+19,209
New +$569K 0.12% 108

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
BCI
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
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 $104B AUM 28.3% 1-Year Est. Return

Cambridge Advisors's HEQT Position: Q2 2026 in Review

Cambridge Advisors reduced its Simplify Hedged Equity ETF (HEQT) stake by 1.1% in Q2 2026, selling an estimated $11.3K and leaving 32,196 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #79.

Cambridge Advisors first reported a position in HEQT in Q1 2025 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Cambridge Advisors held 32,196 shares of Simplify Hedged Equity ETF worth $1.08M as of Q2 2026.
  • Cambridge Advisors sold 343 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $11.3K.
  • Simplify Hedged Equity ETF made up 0.19% of Cambridge Advisors's portfolio in Q2 2026, its #79 holding.
  • Cambridge Advisors first reported a position in Simplify Hedged Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.