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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
Q2 		$1.56M Buy
46,648
+2,828
+6% +$93.2K 0.03% 432
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

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

CreativeOne Wealth's HEQT Position: Q2 2026 in Review

CreativeOne Wealth increased its Simplify Hedged Equity ETF (HEQT) stake by 6.5% in Q2 2026, buying an estimated $93.2K and bringing the position to 46,648 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #432.

CreativeOne Wealth first reported a position in HEQT in Q2 2025 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • CreativeOne Wealth held 46,648 shares of Simplify Hedged Equity ETF worth $1.56M as of Q2 2026.
  • CreativeOne Wealth bought 2,828 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $93.2K.
  • Simplify Hedged Equity ETF made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #432 holding.
  • CreativeOne Wealth first reported a position in Simplify Hedged Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.