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First Heartland Consultants’s Simplify Hedged Equity ETF HEQT Stock Holding History

First Heartland Consultants’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 		$615K Buy
18,332
+6,422
+54% +$212K 0.04% 290
2026
Q1 		$375K Buy
+11,910
New +$383K 0.03% 345

Other funds holding HEQT

AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
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
CA
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
BJF
Blue Jean Financial Albany, New York $144M AUM
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

First Heartland Consultants's HEQT Position: Q2 2026 in Review

First Heartland Consultants increased its Simplify Hedged Equity ETF (HEQT) stake by 54% in Q2 2026, buying an estimated $212K and bringing the position to 18,332 shares worth $615K. The position accounts for 0.04% of the portfolio, ranked #290.

First Heartland Consultants first reported a position in HEQT in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • First Heartland Consultants held 18,332 shares of Simplify Hedged Equity ETF worth $615K as of Q2 2026.
  • First Heartland Consultants bought 6,422 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $212K.
  • Simplify Hedged Equity ETF made up 0.04% of First Heartland Consultants's portfolio in Q2 2026, its #290 holding.
  • First Heartland Consultants first reported a position in Simplify Hedged Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.