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Golden State Wealth Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Golden State Wealth Management’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
Q1 		$134K Sell
4,243
-2,743
-39% -$88.2K 0.01% 450
2025
Q4 		$224K Sell
6,986
-1,849
-21% -$58.6K 0.02% 376
2025
Q3 		$276K Sell
8,835
-497
-5% -$15.2K 0.03% 328
2025
Q2 		$280K Buy
9,332
+4,174
+81% +$121K 0.03% 312
2025
Q1 		$147K Buy
+5,158
New +$153K 0.02% 377

Other funds holding HEQT

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Golden State Wealth Management's HEQT Position: Q1 2026 in Review

Golden State Wealth Management reduced its Simplify Hedged Equity ETF (HEQT) stake by 39% in Q1 2026, selling an estimated $88.2K and leaving 4,243 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #450.

Golden State Wealth Management first reported a position in HEQT in Q1 2025 and has held it in 5 quarters since. The position peaked at $280K in Q2 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Golden State Wealth Management held 4,243 shares of Simplify Hedged Equity ETF worth $134K as of Q1 2026.
  • Golden State Wealth Management sold 2,743 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $88.2K.
  • Simplify Hedged Equity ETF made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #450 holding.
  • Golden State Wealth Management first reported a position in Simplify Hedged Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Golden State Wealth Management's Simplify Hedged Equity ETF position peaked at $280K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.