DHJJ Financial Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

DHJJ Financial Advisors’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	$671	Hold	20	–	–	﹤0.01%	869
2026 Q1	$630	Hold	20	–	–	﹤0.01%	869
2025 Q4	$641	Hold	20	–	–	﹤0.01%	830
2025 Q3	$625	Hold	20	–	–	﹤0.01%	801
2025 Q2	$601	Hold	20	–	–	﹤0.01%	783
2025 Q1	$572	Hold	20	–	–	﹤0.01%	740
2024 Q4	$590	Hold	20	–	–	﹤0.01%	704
2024 Q3	$578	Hold	20	–	–	﹤0.01%	690
2024 Q2	$554	Hold	20	–	–	﹤0.01%	644
2024 Q1	$530	Hold	20	–	–	﹤0.01%	635
2023 Q4	$506	Hold	20	–	–	﹤0.01%	623
2023 Q3	$488	Buy	+20	New	+$499	﹤0.01%	619

Other funds holding HEQT

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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 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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

DHJJ Financial Advisors's HEQT Position: Q2 2026 in Review

DHJJ Financial Advisors held its Simplify Hedged Equity ETF (HEQT) position steady in Q2 2026 at 20 shares worth $671. The position accounts for ﹤0.01% of the portfolio, ranked #869.

DHJJ Financial Advisors first reported a position in HEQT in Q3 2023 and has held it in 12 quarters since. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

DHJJ Financial Advisors held 20 shares of Simplify Hedged Equity ETF worth $671 as of Q2 2026.
DHJJ Financial Advisors left its Simplify Hedged Equity ETF share count unchanged in Q2 2026.
Simplify Hedged Equity ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #869 holding.
DHJJ Financial Advisors first reported a position in Simplify Hedged Equity ETF in Q3 2023 and has held it in 12 quarters since.
86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.