Carson Wealth (CWM LLC)
HEQT icon

Carson Wealth (CWM LLC)’s Simplify Hedged Equity ETF HEQT Stock Holding History

Carson Wealth (CWM LLC)’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 		$19.8M Buy
629,588
+24,303
+4% +$781K 0.05% 332
2025
Q4 		$19.4M Buy
605,285
+19,064
+3% +$604K 0.05% 326
2025
Q3 		$18.3M Buy
586,221
+10,044
+2% +$308K 0.06% 295
2025
Q2 		$17.3M Buy
576,177
+35,965
+7% +$1.04M 0.06% 273
2025
Q1 		$15.4M Buy
540,212
+32,988
+7% +$977K 0.06% 265
2024
Q4 		$15M Buy
507,224
+36,337
+8% +$1.07M 0.06% 251
2024
Q3 		$13.6M Buy
470,887
+99,908
+27% +$2.8M 0.06% 264
2024
Q2 		$10.3M Buy
370,979
+42,883
+13% +$1.15M 0.05% 288
2024
Q1 		$8.69M Buy
328,096
+292,363
+818% +$7.57M 0.04% 316
2023
Q4 		$903K Buy
35,733
+6,295
+21% +$157K ﹤0.01% 851
2023
Q3 		$717K Buy
29,438
+27,544
+1,454% +$687K ﹤0.01% 858
2023
Q2 		$47K Buy
+1,894
New +$45.8K ﹤0.01% 2039

Other funds holding HEQT

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
IWA
Independent Wealth Advisors Cary, North Carolina $102M AUM

Carson Wealth (CWM LLC)'s HEQT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Simplify Hedged Equity ETF (HEQT) stake by 4% in Q1 2026, buying an estimated $781K and bringing the position to 629,588 shares worth $19.8M. The position accounts for 0.05% of the portfolio, ranked #332.

Carson Wealth (CWM LLC) first reported a position in HEQT in Q2 2023 and has held it in 12 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 629,588 shares of Simplify Hedged Equity ETF worth $19.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 24,303 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $781K.
  • Simplify Hedged Equity ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #332 holding.
  • Carson Wealth (CWM LLC) first reported a position in Simplify Hedged Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.