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CGC Financial Services’s Simplify Hedged Equity ETF HEQT Stock Holding History

CGC Financial Services’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 		$104K Hold
3,115
– – 0.02% 99
2026
Q1 		$98.1K Hold
3,115
– – 0.03% 93
2025
Q4 		$99.8K Hold
3,115
– – 0.03% 96
2025
Q3 		$97.3K Buy
+3,115
New +$95.5K 0.03% 94

Other funds holding HEQT

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
BRG
Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CGC Financial Services's HEQT Position: Q2 2026 in Review

CGC Financial Services held its Simplify Hedged Equity ETF (HEQT) position steady in Q2 2026 at 3,115 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #99.

CGC Financial Services first reported a position in HEQT in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • CGC Financial Services held 3,115 shares of Simplify Hedged Equity ETF worth $104K as of Q2 2026.
  • CGC Financial Services left its Simplify Hedged Equity ETF share count unchanged in Q2 2026.
  • Simplify Hedged Equity ETF made up 0.02% of CGC Financial Services's portfolio in Q2 2026, its #99 holding.
  • CGC Financial Services first reported a position in Simplify Hedged Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.