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CreativeOne Wealth’s Simplify Hedged Equity ETF HEQT Stock Holding History

CreativeOne Wealth’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 		$1.38M Buy
43,820
+8,546
+24% +$275K 0.03% 462
2025
Q4 		$1.13M Sell
35,274
-6
-0% -$190 0.03% 508
2025
Q3 		$1.1M Buy
35,280
+27,216
+338% +$834K 0.03% 512
2025
Q2 		$242K Buy
+8,064
New +$234K 0.01% 999

Other funds holding HEQT

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
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
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CreativeOne Wealth's HEQT Position: Q1 2026 in Review

CreativeOne Wealth increased its Simplify Hedged Equity ETF (HEQT) stake by 24% in Q1 2026, buying an estimated $275K and bringing the position to 43,820 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #462.

CreativeOne Wealth first reported a position in HEQT in Q2 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • CreativeOne Wealth held 43,820 shares of Simplify Hedged Equity ETF worth $1.38M as of Q1 2026.
  • CreativeOne Wealth bought 8,546 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $275K.
  • Simplify Hedged Equity ETF made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #462 holding.
  • CreativeOne Wealth first reported a position in Simplify Hedged Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.