Farther Finance Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

Farther Finance Advisors’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	$31K	Hold	923	–	–	﹤0.01%	3635
2026 Q1	$29K	Buy	+923	New	+$29.7K	﹤0.01%	3394
2025 Q4	–	Sell	-56	Closed	-$1.75K	–	5510
2025 Q3	$1.75K	Sell	56 -165,438	-100%	-$5.07M	﹤0.01%	4185
2025 Q2	$4.97M	Sell	165,494 -4,302	-3%	-$125K	0.1%	190
2025 Q1	$4.86M	Buy	+169,796	New	+$5.03M	0.12%	154

Other funds holding HEQT

FEG

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

HAM

Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

DAS

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

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 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

Farther Finance Advisors's HEQT Position: Q2 2026 in Review

Farther Finance Advisors held its Simplify Hedged Equity ETF (HEQT) position steady in Q2 2026 at 923 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #3635.

Farther Finance Advisors first reported a position in HEQT in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.97M in Q2 2025. 16 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

Farther Finance Advisors held 923 shares of Simplify Hedged Equity ETF worth $31K as of Q2 2026.
Farther Finance Advisors left its Simplify Hedged Equity ETF share count unchanged in Q2 2026.
Simplify Hedged Equity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3635 holding.
Farther Finance Advisors first reported a position in Simplify Hedged Equity ETF in Q1 2025 and has held it in 5 quarters since.
Farther Finance Advisors's Simplify Hedged Equity ETF position peaked at $4.97M in Q2 2025.
16 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.