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 Q3	$3.19M	Sell	92,826 -779	-0.8%	-$26.6K	0.09%	227
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

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

HAM

Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Dynamic Advisor Solutions's HEQT Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Simplify Hedged Equity ETF (HEQT) stake by 0.83% in Q3 2026, selling an estimated $26.6K and leaving 92,826 shares worth $3.19M. The position accounts for 0.09% of the portfolio, ranked #227.

Dynamic Advisor Solutions first reported a position in HEQT in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.64M in Q3 2025. 18 funds tracked by Wall St. Rank hold HEQT as of Q3 2026.

Dynamic Advisor Solutions held 92,826 shares of Simplify Hedged Equity ETF worth $3.19M as of Q3 2026.
Dynamic Advisor Solutions sold 779 Simplify Hedged Equity ETF shares in Q3 2026, an estimated $26.6K.
Simplify Hedged Equity ETF made up 0.09% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #227 holding.
Dynamic Advisor Solutions first reported a position in Simplify Hedged Equity ETF in Q2 2024 and has held it in 9 quarters since.
Dynamic Advisor Solutions's Simplify Hedged Equity ETF position peaked at $3.64M in Q3 2025.
18 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.