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 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

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

Equitable Holdings's HEQT Position: Q1 2026 in Review

Equitable Holdings reduced its Simplify Hedged Equity ETF (HEQT) stake by 38% in Q1 2026, selling an estimated $878K and leaving 45,110 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #851.

Equitable Holdings first reported a position in HEQT in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.49M in Q3 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

Equitable Holdings held 45,110 shares of Simplify Hedged Equity ETF worth $1.45M as of Q1 2026.
Equitable Holdings sold 27,297 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $878K.
Simplify Hedged Equity ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #851 holding.
Equitable Holdings first reported a position in Simplify Hedged Equity ETF in Q2 2023 and has held it in 7 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 Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.