Financial Enhancement Group’s Simplify Hedged Equity ETF HEQT Stock Holding History

Financial Enhancement Group’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	$4.67M	Buy	139,291 +2,731	+2%	+$90K	0.56%	51
2026 Q1	$4.47M	Buy	136,560 +8,427	+7%	+$271K	0.55%	52
2025 Q4	$4.13M	Sell	128,133 -1,792	-1%	-$56.8K	0.54%	52
2025 Q3	$4.08M	Buy	129,925 +7,216	+6%	+$221K	0.55%	50
2025 Q2	$3.7M	Buy	122,709 +36,515	+42%	+$1.06M	0.53%	48
2025 Q1	$2.42M	Buy	86,194 +26,248	+44%	+$777K	0.38%	59
2024 Q4	$1.76M	Sell	59,946 -375,972	-86%	-$11.1M	0.27%	63
2024 Q3	$10.4M	Buy	435,918 +403,195	+1,232%	+$11.3M	2.03%	13
2024 Q2	$904K	Buy	32,723 +4,040	+14%	+$108K	0.15%	74
2024 Q1	$752K	Sell	28,683 -8,763	-23%	-$227K	0.12%	85
2023 Q4	$947K	Buy	37,446 +4,812	+15%	+$120K	0.17%	73
2023 Q3	$804K	Sell	32,634 -631	-2%	-$15.7K	0.15%	84
2023 Q2	$834K	Sell	33,265 -402,653	-92%	-$9.74M	0.15%	84
2023 Q1	$10.4M	Buy	435,918 +69,197	+19%	+$1.61M	2.03%	13
2022 Q4	$8.67M	Sell	366,721 -394,392	-52%	-$9.2M	1.66%	17
2022 Q3	$17.3M	Buy	+761,113	New	+$18M	4.01%	7

Other funds holding HEQT

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Financial Enhancement Group's HEQT Position: Q2 2026 in Review

Financial Enhancement Group increased its Simplify Hedged Equity ETF (HEQT) stake by 2% in Q2 2026, buying an estimated $90K and bringing the position to 139,291 shares worth $4.67M. The position accounts for 0.56% of the portfolio, ranked #51.

Financial Enhancement Group first reported a position in HEQT in Q3 2022 and has held it in 16 quarters since. The position peaked at $17.3M in Q3 2022. 11 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

Financial Enhancement Group held 139,291 shares of Simplify Hedged Equity ETF worth $4.67M as of Q2 2026.
Financial Enhancement Group bought 2,731 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $90K.
Simplify Hedged Equity ETF made up 0.56% of Financial Enhancement Group's portfolio in Q2 2026, its #51 holding.
Financial Enhancement Group first reported a position in Simplify Hedged Equity ETF in Q3 2022 and has held it in 16 quarters since.
Financial Enhancement Group's Simplify Hedged Equity ETF position peaked at $17.3M in Q3 2022.
11 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.