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

Cambridge Investment Research 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 		$1.07M Buy
32,020
+6,866
+27% +$226K ﹤0.01% 2083
2026
Q1 		$792K Sell
25,154
-3,337
-12% -$107K ﹤0.01% 2372
2025
Q4 		$913K Buy
28,491
+521
+2% +$16.5K ﹤0.01% 2170
2025
Q3 		$874K Buy
+27,970
New +$857K ﹤0.01% 2153

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Cambridge Investment Research Advisors's HEQT Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Simplify Hedged Equity ETF (HEQT) stake by 27% in Q2 2026, buying an estimated $226K and bringing the position to 32,020 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Cambridge Investment Research Advisors first reported a position in HEQT in Q3 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Cambridge Investment Research Advisors held 32,020 shares of Simplify Hedged Equity ETF worth $1.07M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 6,866 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $226K.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2083 holding.
  • Cambridge Investment Research Advisors first reported a position in Simplify Hedged Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.