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 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	$2.47K	Buy	+104,735	New	+$2.43M	0.01%	1430

Other funds holding HEQT

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Commonwealth Equity Services's HEQT Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Simplify Hedged Equity ETF (HEQT) stake by 30% in Q1 2026, selling an estimated $131K and leaving 9,317 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #3662.

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

Commonwealth Equity Services held 9,317 shares of Simplify Hedged Equity ETF worth $293K as of Q1 2026.
Commonwealth Equity Services sold 4,085 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $131K.
Simplify Hedged Equity ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3662 holding.
Commonwealth Equity Services first reported a position in Simplify Hedged Equity ETF in Q1 2023 and has held it in 13 quarters since.
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 Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.