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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$280K Buy
9,332
+4,174
+81% +$125K 0.03% 312
2025
Q1 		$147K Buy
+5,158
New +$147K 0.02% 377