Commonwealth Equity Services
HEQT icon

Commonwealth Equity Services’s Simplify Hedged Equity ETF HEQT Stock Holding History

Commonwealth Equity 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 		– Sell
-9,317
Closed -$293K – 4490
2026
Q1 		$293K Sell
9,317
-4,085
-30% -$131K ﹤0.01% 3662
2025
Q4 		$430K Sell
13,402
-4,032
-23% -$128K ﹤0.01% 3307
2025
Q3 		$545K Sell
17,434
-16,621
-49% -$509K ﹤0.01% 3107
2025
Q2 		$1.02M Sell
34,055
-2,930
-8% -$85K ﹤0.01% 2538
2025
Q1 		$1.06M Sell
36,985
-885
-2% -$26.2K ﹤0.01% 2410
2024
Q4 		$1.12M Sell
37,870
-46,524
-55% -$1.37M ﹤0.01% 2306
2024
Q3 		$2.44M Sell
84,394
-15,545
-16% -$435K ﹤0.01% 1688
2024
Q2 		$2.77M Sell
99,939
-103,255
-51% -$2.77M ﹤0.01% 1580
2024
Q1 		$5.38M Sell
203,194
-3,724
-2% -$96.4K 0.01% 1118
2023
Q4 		$5.23M Buy
206,918
+13,590
+7% +$338K 0.01% 1072
2023
Q3 		$4.71M Buy
193,328
+86,854
+82% +$2.17M 0.01% 1067
2023
Q2 		$2.64M Buy
106,474
+1,739
+2% +$42.1K 0.01% 1442
2023
Q1 		$2.47M Buy
+104,735
New +$2.43M 0.01% 1430

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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 $104B AUM 28.3% 1-Year Est. Return

Commonwealth Equity Services's HEQT Position: Q2 2026 in Review

Commonwealth Equity Services sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2026, closing a stake of 9,317 shares — an estimated $293K sold.

Commonwealth Equity Services first reported a position in HEQT in Q1 2023 and held it in 13 quarters. The position peaked at $5.38M in Q1 2024. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Commonwealth Equity Services reported no remaining Simplify Hedged Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 9,317 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $293K.
  • Commonwealth Equity Services first reported a position in Simplify Hedged Equity ETF in Q1 2023 and held it in 13 quarters.
  • Commonwealth Equity Services's Simplify Hedged Equity ETF position peaked at $5.38M in Q1 2024.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.