Cetera Investment Advisers
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Cetera Investment Advisers’s Simplify Hedged Equity ETF HEQT Stock Holding History

Cetera Investment Advisers’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 		$706K Sell
22,401
-1,064
-5% -$34.2K ﹤0.01% 3213
2025
Q4 		$752K Buy
23,465
+216
+0.9% +$6.84K ﹤0.01% 3083
2025
Q3 		$726K Sell
23,249
-2,106
-8% -$64.5K ﹤0.01% 3063
2025
Q2 		$762K Sell
25,355
-150
-0.6% -$4.35K ﹤0.01% 2620
2025
Q1 		$729K Buy
25,505
+2,523
+11% +$74.7K ﹤0.01% 2527
2024
Q4 		$678K Sell
22,982
-8,184
-26% -$242K ﹤0.01% 2445
2024
Q3 		$900K Sell
31,166
-177,462
-85% -$4.97M ﹤0.01% 2197
2024
Q2 		$5.77M Sell
208,628
-5,710
-3% -$153K 0.01% 929
2024
Q1 		$5.68M Buy
+214,338
New +$5.55M 0.01% 923

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

Cetera Investment Advisers's HEQT Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Simplify Hedged Equity ETF (HEQT) stake by 4.5% in Q1 2026, selling an estimated $34.2K and leaving 22,401 shares worth $706K. The position accounts for ﹤0.01% of the portfolio, ranked #3213.

Cetera Investment Advisers first reported a position in HEQT in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.77M in Q2 2024. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Cetera Investment Advisers held 22,401 shares of Simplify Hedged Equity ETF worth $706K as of Q1 2026.
  • Cetera Investment Advisers sold 1,064 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $34.2K.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3213 holding.
  • Cetera Investment Advisers first reported a position in Simplify Hedged Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's Simplify Hedged Equity ETF position peaked at $5.77M in Q2 2024.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.