CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

CAPTRUST Financial 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
Q1 		$1.5M Sell
47,977
-745
-2% -$24K ﹤0.01% 1359
2025
Q4 		$1.56M Sell
48,722
-2,158
-4% -$68.4K ﹤0.01% 1219
2025
Q3 		$1.59M Buy
50,880
+116
+0.2% +$3.56K ﹤0.01% 1148
2025
Q2 		$1.53M Buy
50,764
+50
+0.1% +$1.45K ﹤0.01% 1112
2025
Q1 		$1.45M Sell
50,714
-4,586
-8% -$136K ﹤0.01% 1082
2024
Q4 		$1.63M Buy
55,300
+141
+0.3% +$4.16K ﹤0.01% 972
2024
Q3 		$1.59M Sell
55,159
-18,444
-25% -$517K ﹤0.01% 951
2024
Q2 		$2.04M Sell
73,603
-29
-0% -$778 0.01% 812
2024
Q1 		$1.95M Sell
73,632
-473
-0.6% -$12.2K 0.01% 810
2023
Q4 		$1.87M Sell
74,105
-1,461
-2% -$36.4K 0.01% 941
2023
Q3 		$1.84M Sell
75,566
-4,048
-5% -$101K 0.01% 894
2023
Q2 		$1.98M Sell
79,614
-268,276
-77% -$6.49M 0.01% 829
2023
Q1 		$8.22M Sell
347,890
-423,873
-55% -$9.85M 0.04% 330
2022
Q4 		$17.4M Buy
+771,763
New +$18M 0.09% 201

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

CAPTRUST Financial Advisors's HEQT Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Simplify Hedged Equity ETF (HEQT) stake by 1.5% in Q1 2026, selling an estimated $24K and leaving 47,977 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

CAPTRUST Financial Advisors first reported a position in HEQT in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.4M in Q4 2022. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • CAPTRUST Financial Advisors held 47,977 shares of Simplify Hedged Equity ETF worth $1.5M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 745 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $24K.
  • Simplify Hedged Equity ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1359 holding.
  • CAPTRUST Financial Advisors first reported a position in Simplify Hedged Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • CAPTRUST Financial Advisors's Simplify Hedged Equity ETF position peaked at $17.4M in Q4 2022.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.