Diversify Wealth Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Diversify Wealth Management’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	$371K	Buy	+11,301	New	+$363K	0.01%	899

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

Diversify Wealth Management's HEQT Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Simplify Hedged Equity ETF (HEQT) in Q1 2026: 11,301 shares worth $371K. The stake represents 0.01% of the portfolio and ranks #899 among its holdings.

87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

Diversify Wealth Management held 11,301 shares of Simplify Hedged Equity ETF worth $371K as of Q1 2026.
Simplify Hedged Equity ETF was a new Diversify Wealth Management position in Q1 2026.
Simplify Hedged Equity ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #899 holding.
87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.