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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Leo Wealth LLC Hurst, Texas $471M AUM

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return

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. 88 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.
88 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.