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 Q2	$23.3K	Sell	695 -300	-30%	-$9.89K	﹤0.01%	2871
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

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

Harbour Investments's HEQT Position: Q2 2026 in Review

Harbour Investments reduced its Simplify Hedged Equity ETF (HEQT) stake by 30% in Q2 2026, selling an estimated $9.89K and leaving 695 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

Harbour Investments first reported a position in HEQT in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.9K in Q4 2025. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

Harbour Investments held 695 shares of Simplify Hedged Equity ETF worth $23.3K as of Q2 2026.
Harbour Investments sold 300 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $9.89K.
Simplify Hedged Equity ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2871 holding.
Harbour Investments first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 7 quarters since.
Harbour Investments's Simplify Hedged Equity ETF position peaked at $31.9K in Q4 2025.
86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.