Citadel Advisors
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Citadel Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

Citadel Advisors’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
2025
Q4 		– Sell
-10,942
Closed -$342K – 13221
2025
Q3 		$342K Buy
10,942
+2,293
+27% +$70.3K ﹤0.01% 10054
2025
Q2 		$260K Buy
+8,649
New +$251K ﹤0.01% 10121
2024
Q2 		– Sell
-14,144
Closed -$375K – 14743
2024
Q1 		$375K Buy
14,144
+2,394
+20% +$61.9K ﹤0.01% 8989
2023
Q4 		$297K Buy
+11,750
New +$293K ﹤0.01% 9178

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Citadel Advisors's HEQT Position: Q4 2025 in Review

Citadel Advisors sold out of Simplify Hedged Equity ETF (HEQT) in Q4 2025, closing a stake of 10,942 shares — an estimated $342K sold.

Citadel Advisors first reported a position in HEQT in Q4 2023 and held it in 4 quarters. The position peaked at $375K in Q1 2024. 81 funds tracked by Wall St. Rank hold HEQT as of Q4 2025.

  • Citadel Advisors reported no remaining Simplify Hedged Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 10,942 Simplify Hedged Equity ETF shares in Q4 2025, an estimated $342K.
  • Citadel Advisors first reported a position in Simplify Hedged Equity ETF in Q4 2023 and held it in 4 quarters.
  • Citadel Advisors's Simplify Hedged Equity ETF position peaked at $375K in Q1 2024.
  • 81 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.