HI
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Harbour Investments’s Simplify Hedged Equity ETF HEQT Stock Holding History

Harbour Investments’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 		$31.3K Hold
995
– – ﹤0.01% 2615
2025
Q4 		$31.9K Buy
995
+215
+28% +$6.81K ﹤0.01% 2184
2025
Q3 		$24.4K Hold
780
– – ﹤0.01% 2235
2025
Q2 		$23.4K Hold
780
– – ﹤0.01% 2168
2025
Q1 		$22.3K Buy
780
+400
+105% +$11.8K ﹤0.01% 2145
2024
Q4 		$11.2K Buy
+380
New +$11.2K ﹤0.01% 2396

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 $21.8B AUM 28.57% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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 $807M AUM 19.58% 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 $523M AUM 23.92% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Harbour Investments's HEQT Position: Q1 2026 in Review

Harbour Investments held its Simplify Hedged Equity ETF (HEQT) position steady in Q1 2026 at 995 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

Harbour Investments first reported a position in HEQT in Q4 2024 and has held it in 6 quarters since. The position peaked at $31.9K in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Harbour Investments held 995 shares of Simplify Hedged Equity ETF worth $31.3K as of Q1 2026.
  • Harbour Investments left its Simplify Hedged Equity ETF share count unchanged in Q1 2026.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2615 holding.
  • Harbour Investments first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Harbour Investments's Simplify Hedged Equity ETF position peaked at $31.9K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.