Chatterton & Associates
HEQT icon

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
Q3 		$237K Hold
6,915
– – 0.11% 95
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

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Chatterton & Associates's HEQT Position: Q3 2026 in Review

Chatterton & Associates held its Simplify Hedged Equity ETF (HEQT) position steady in Q3 2026 at 6,915 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #95.

Chatterton & Associates first reported a position in HEQT in Q4 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold HEQT as of Q3 2026.

  • Chatterton & Associates held 6,915 shares of Simplify Hedged Equity ETF worth $237K as of Q3 2026.
  • Chatterton & Associates left its Simplify Hedged Equity ETF share count unchanged in Q3 2026.
  • Simplify Hedged Equity ETF made up 0.11% of Chatterton & Associates's portfolio in Q3 2026, its #95 holding.
  • Chatterton & Associates first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.