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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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Global Retirement Partners's HEQT Position: Q4 2025 in Review

Global Retirement Partners increased its Simplify Hedged Equity ETF (HEQT) stake by 0.22% in Q4 2025, buying an estimated $32 and bringing the position to 464 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3001.

Global Retirement Partners first reported a position in HEQT in Q2 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold HEQT as of Q4 2025.

  • Global Retirement Partners held 464 shares of Simplify Hedged Equity ETF worth $14.9K as of Q4 2025.
  • Global Retirement Partners bought 1 Simplify Hedged Equity ETF share in Q4 2025, an estimated $32.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3001 holding.
  • Global Retirement Partners first reported a position in Simplify Hedged Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.