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 Q2	$102K	Sell	3,049 -1,194	-28%	-$39.3K	0.01%	568
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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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 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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Golden State Wealth Management's HEQT Position: Q2 2026 in Review

Golden State Wealth Management reduced its Simplify Hedged Equity ETF (HEQT) stake by 28% in Q2 2026, selling an estimated $39.3K and leaving 3,049 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #568.

Golden State Wealth Management first reported a position in HEQT in Q1 2025 and has held it in 6 quarters since. The position peaked at $280K in Q2 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

Golden State Wealth Management held 3,049 shares of Simplify Hedged Equity ETF worth $102K as of Q2 2026.
Golden State Wealth Management sold 1,194 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $39.3K.
Simplify Hedged Equity ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #568 holding.
Golden State Wealth Management first reported a position in Simplify Hedged Equity ETF in Q1 2025 and has held it in 6 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 Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.