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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

BRG

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Chatterton & Associates Anaheim, California $170M AUM

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

LAMC

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 11 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.
11 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.