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 Q2	$795K	Buy	23,692 +1,291	+6%	+$42.5K	﹤0.01%	3255
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

PAG

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

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 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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers's HEQT Position: Q2 2026 in Review

Cetera Investment Advisers increased its Simplify Hedged Equity ETF (HEQT) stake by 5.8% in Q2 2026, buying an estimated $42.5K and bringing the position to 23,692 shares worth $795K. The position accounts for ﹤0.01% of the portfolio, ranked #3255.

Cetera Investment Advisers first reported a position in HEQT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.77M in Q2 2024. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

Cetera Investment Advisers held 23,692 shares of Simplify Hedged Equity ETF worth $795K as of Q2 2026.
Cetera Investment Advisers bought 1,291 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $42.5K.
Simplify Hedged Equity ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3255 holding.
Cetera Investment Advisers first reported a position in Simplify Hedged Equity ETF in Q1 2024 and has held it in 10 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 Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.