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Global Retirement Partners’s Simplify Hedged Equity ETF HEQT Stock Holding History

Global Retirement Partners’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 		$15.7K Buy
+467
New +$15.4K ﹤0.01% 3192
2025
Q4 		$14.9K Buy
464
+1
+0.2% +$32 ﹤0.01% 3001
2025
Q3 		$14.5K Buy
463
+1
+0.2% +$31 ﹤0.01% 2539
2025
Q2 		$13.9K Buy
+462
New +$13.4K ﹤0.01% 2453

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

Global Retirement Partners's HEQT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Simplify Hedged Equity ETF (HEQT) in Q2 2026: 467 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #3192 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HEQT as recently as Q4 2025.

Global Retirement Partners first reported a position in HEQT in Q2 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Global Retirement Partners held 467 shares of Simplify Hedged Equity ETF worth $15.7K as of Q2 2026.
  • Simplify Hedged Equity ETF was a new Global Retirement Partners position in Q2 2026.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3192 holding.
  • Global Retirement Partners first reported a position in Simplify Hedged Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.