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Chatterton & Associates’s Simplify Hedged Equity ETF HEQT Stock Holding History

Chatterton & Associates’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 		$233K Hold
6,915
– – 0.14% 95
2026
Q1 		$221K Hold
6,915
– – 0.15% 92
2025
Q4 		$222K Buy
+6,915
New +$219K 0.19% 76

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Chatterton & Associates's HEQT Position: Q2 2026 in Review

Chatterton & Associates held its Simplify Hedged Equity ETF (HEQT) position steady in Q2 2026 at 6,915 shares worth $233K. The position accounts for 0.14% of the portfolio, ranked #95.

Chatterton & Associates first reported a position in HEQT in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Chatterton & Associates held 6,915 shares of Simplify Hedged Equity ETF worth $233K as of Q2 2026.
  • Chatterton & Associates left its Simplify Hedged Equity ETF share count unchanged in Q2 2026.
  • Simplify Hedged Equity ETF made up 0.14% of Chatterton & Associates's portfolio in Q2 2026, its #95 holding.
  • Chatterton & Associates first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.