Comerica Bank
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Comerica Bank’s Simplify Hedged Equity ETF HEQT Stock Holding History

Comerica Bank’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 		$4.49K Buy
140
+70
+100% +$2.22K ﹤0.01% 3420
2025
Q3 		$2.19K Hold
70
– – ﹤0.01% 3519
2025
Q2 		$2.1K Hold
70
– – ﹤0.01% 3504
2025
Q1 		$2K Buy
+70
New +$2.07K ﹤0.01% 3484

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $2.01B AUM 27.28% 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 $523M AUM 23.92% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Comerica Bank's HEQT Position: Q4 2025 in Review

Comerica Bank increased its Simplify Hedged Equity ETF (HEQT) stake by 100% in Q4 2025, buying an estimated $2.22K and bringing the position to 140 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #3420.

Comerica Bank first reported a position in HEQT in Q1 2025 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold HEQT as of Q4 2025.

  • Comerica Bank held 140 shares of Simplify Hedged Equity ETF worth $4.49K as of Q4 2025.
  • Comerica Bank bought 70 Simplify Hedged Equity ETF shares in Q4 2025, an estimated $2.22K.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Comerica Bank's portfolio in Q4 2025, its #3420 holding.
  • Comerica Bank first reported a position in Simplify Hedged Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.