Dynamic Advisor Solutions’s Simplify Hedged Equity ETF HEQT Stock Holding History

Dynamic Advisor Solutions’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	$3.14M	Buy	93,605 +1,070	+1%	+$35.3K	0.09%	237
2026 Q1	$2.91M	Sell	92,535 -4,176	-4%	-$134K	0.09%	233
2025 Q4	$3.1M	Sell	96,711 -19,897	-17%	-$630K	0.1%	213
2025 Q3	$3.64M	Buy	116,608 +350	+0.3%	+$10.7K	0.11%	212
2025 Q2	$3.49M	Sell	116,258 -198	-0.2%	-$5.75K	0.11%	215
2025 Q1	$3.33M	Buy	+116,456	New	+$3.45M	0.11%	205
2024 Q4	–	Sell	-80,845	Closed	-$2.33M	–	725
2024 Q3	$2.33M	Buy	80,845 +14,128	+21%	+$396K	0.07%	268
2024 Q2	$1.85M	Buy	+66,717	New	+$1.79M	0.06%	312

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

Dynamic Advisor Solutions's HEQT Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Simplify Hedged Equity ETF (HEQT) stake by 1.2% in Q2 2026, buying an estimated $35.3K and bringing the position to 93,605 shares worth $3.14M. The position accounts for 0.09% of the portfolio, ranked #237.

Dynamic Advisor Solutions first reported a position in HEQT in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.64M in Q3 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

Dynamic Advisor Solutions held 93,605 shares of Simplify Hedged Equity ETF worth $3.14M as of Q2 2026.
Dynamic Advisor Solutions bought 1,070 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $35.3K.
Simplify Hedged Equity ETF made up 0.09% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #237 holding.
Dynamic Advisor Solutions first reported a position in Simplify Hedged Equity ETF in Q2 2024 and has held it in 8 quarters since.
Dynamic Advisor Solutions's Simplify Hedged Equity ETF position peaked at $3.64M in Q3 2025.
87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.