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Foundations Investment Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

Foundations Investment 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
2024
Q4 		– Sell
-6,944
Closed -$201K – 859
2024
Q3 		$201K Sell
6,944
-4,793
-41% -$134K ﹤0.01% 779
2024
Q2 		$325K Sell
11,737
-4,371
-27% -$117K 0.01% 589
2024
Q1 		$427K Buy
+16,108
New +$417K 0.01% 505

Other funds holding HEQT

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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foundations Investment Advisors's HEQT Position: Q4 2024 in Review

Foundations Investment Advisors sold out of Simplify Hedged Equity ETF (HEQT) in Q4 2024, closing a stake of 6,944 shares — an estimated $201K sold.

Foundations Investment Advisors first reported a position in HEQT in Q1 2024 and held it in 3 quarters. The position peaked at $427K in Q1 2024. 46 funds tracked by Wall St. Rank hold HEQT as of Q4 2024.

  • Foundations Investment Advisors reported no remaining Simplify Hedged Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 6,944 Simplify Hedged Equity ETF shares in Q4 2024, an estimated $201K.
  • Foundations Investment Advisors first reported a position in Simplify Hedged Equity ETF in Q1 2024 and held it in 3 quarters.
  • Foundations Investment Advisors's Simplify Hedged Equity ETF position peaked at $427K in Q1 2024.
  • 46 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.