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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
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

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

DHJJ Financial Advisors's HEQT Position: Q1 2026 in Review

DHJJ Financial Advisors held its Simplify Hedged Equity ETF (HEQT) position steady in Q1 2026 at 20 shares worth $630. 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 11 quarters since. The position peaked at $641 in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • DHJJ Financial Advisors held 20 shares of Simplify Hedged Equity ETF worth $630 as of Q1 2026.
  • DHJJ Financial Advisors left its Simplify Hedged Equity ETF share count unchanged in Q1 2026.
  • Simplify Hedged Equity ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #869 holding.
  • DHJJ Financial Advisors first reported a position in Simplify Hedged Equity ETF in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's Simplify Hedged Equity ETF position peaked at $641 in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.