FEG
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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

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
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
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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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. 87 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.
  • 87 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.