Encompass More Asset Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Encompass More Asset 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 Q2	–	Sell	-90,511	Closed	-$2.85M	–	303
2026 Q1	$2.85M	Buy	90,511 +66,680	+280%	+$2.14M	0.48%	41
2025 Q4	$764K	Buy	23,831 +11,315	+90%	+$358K	0.14%	115
2025 Q3	$391K	Sell	12,516 -8,750	-41%	-$268K	0.07%	148
2025 Q2	$639K	Sell	21,266 -8,442	-28%	-$245K	0.15%	118
2025 Q1	$849K	Buy	+29,708	New	+$880K	0.25%	83
2024 Q3	–	Sell	-7,915	Closed	-$219K	–	195
2024 Q2	$219K	Sell	7,915 -199	-2%	-$5.34K	0.16%	102
2024 Q1	$215K	Sell	8,114 -1,637	-17%	-$42.4K	0.18%	91
2023 Q4	$246K	Buy	+9,751	New	+$243K	0.28%	74

Other funds holding HEQT

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BRG

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Chatterton & Associates Anaheim, California $170M AUM

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

LAMC

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Encompass More Asset Management's HEQT Position: Q2 2026 in Review

Encompass More Asset Management sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2026, closing a stake of 90,511 shares — an estimated $2.85M sold.

Encompass More Asset Management first reported a position in HEQT in Q4 2023 and held it in 8 quarters. The position peaked at $2.85M in Q1 2026. 10 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

Encompass More Asset Management reported no remaining Simplify Hedged Equity ETF position as of Q2 2026 after selling out during the quarter.
Encompass More Asset Management sold 90,511 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $2.85M.
Encompass More Asset Management first reported a position in Simplify Hedged Equity ETF in Q4 2023 and held it in 8 quarters.
Encompass More Asset Management's Simplify Hedged Equity ETF position peaked at $2.85M in Q1 2026.
10 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.