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Evolution Wealth Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Evolution Wealth 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
Q1 		$2.35M Buy
74,730
+10,510
+16% +$338K 1.72% 13
2025
Q4 		$2.06M Buy
64,220
+6,543
+11% +$207K 1.7% 11
2025
Q3 		$1.8M Buy
+57,677
New +$1.77M 1.85% 11

Other funds holding HEQT

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
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
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Evolution Wealth Management's HEQT Position: Q1 2026 in Review

Evolution Wealth Management increased its Simplify Hedged Equity ETF (HEQT) stake by 16% in Q1 2026, buying an estimated $338K and bringing the position to 74,730 shares worth $2.35M. The position accounts for 1.72% of the portfolio, ranked #13.

Evolution Wealth Management first reported a position in HEQT in Q3 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Evolution Wealth Management held 74,730 shares of Simplify Hedged Equity ETF worth $2.35M as of Q1 2026.
  • Evolution Wealth Management bought 10,510 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $338K.
  • Simplify Hedged Equity ETF made up 1.72% of Evolution Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Evolution Wealth Management first reported a position in Simplify Hedged Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.