Equitable Holdings’s Simplify Hedged Equity ETF HEQT Stock Holding History

Equitable Holdings’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	$1.13M	Sell	33,831 -11,279	-25%	-$372K	0.01%	951
2026 Q1	$1.45M	Sell	45,110 -27,297	-38%	-$878K	0.01%	851
2025 Q4	$2.32M	Sell	72,407 -7,380	-9%	-$234K	0.02%	592
2025 Q3	$2.49M	Buy	79,787 +10,484	+15%	+$321K	0.02%	533
2025 Q2	$2.08M	Buy	+69,303	New	+$2.01M	0.02%	556
2024 Q1	–	Sell	-25,359	Closed	-$641K	–	1179
2023 Q4	$641K	Buy	25,359 +3,131	+14%	+$78K	0.01%	697
2023 Q3	$542K	Buy	22,228 +1,778	+9%	+$44.3K	0.01%	687
2023 Q2	$507K	Buy	+20,450	New	+$495K	0.01%	698

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

Equitable Holdings's HEQT Position: Q2 2026 in Review

Equitable Holdings reduced its Simplify Hedged Equity ETF (HEQT) stake by 25% in Q2 2026, selling an estimated $372K and leaving 33,831 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #951.

Equitable Holdings first reported a position in HEQT in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.49M in Q3 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

Equitable Holdings held 33,831 shares of Simplify Hedged Equity ETF worth $1.13M as of Q2 2026.
Equitable Holdings sold 11,279 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $372K.
Simplify Hedged Equity ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #951 holding.
Equitable Holdings first reported a position in Simplify Hedged Equity ETF in Q2 2023 and has held it in 8 quarters since.
Equitable Holdings's Simplify Hedged Equity ETF position peaked at $2.49M in Q3 2025.
87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.