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
Q2 		$1.61M Sell
47,889
-88
-0.2% -$2.9K ﹤0.01% 1451
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

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

CAPTRUST Financial Advisors's HEQT Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Simplify Hedged Equity ETF (HEQT) stake by 0.18% in Q2 2026, selling an estimated $2.9K and leaving 47,889 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

CAPTRUST Financial Advisors first reported a position in HEQT in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.4M in Q4 2022. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • CAPTRUST Financial Advisors held 47,889 shares of Simplify Hedged Equity ETF worth $1.61M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 88 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $2.9K.
  • Simplify Hedged Equity ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1451 holding.
  • CAPTRUST Financial Advisors first reported a position in Simplify Hedged Equity ETF in Q4 2022 and has held it in 15 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 Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.