Harmony Asset Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Harmony Asset 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	$3.43M	Buy	108,920 +2,375	+2%	+$76.4K	1.05%	20
2025 Q4	$3.41M	Sell	106,545 -29,217	-22%	-$926K	1.15%	18
2025 Q3	$4.24M	Buy	135,762 +1,520	+1%	+$46.6K	1.46%	15
2025 Q2	$4.03M	Sell	134,242 -762	-0.6%	-$22.1K	1.51%	16
2025 Q1	$3.86M	Buy	135,004 +8,285	+7%	+$245K	1.62%	12
2024 Q4	$3.74M	Buy	126,719 +49,792	+65%	+$1.47M	1.48%	15
2024 Q3	$2.22M	Buy	76,927 +18,605	+32%	+$521K	0.82%	37
2024 Q2	$1.61M	Buy	58,322 +7,751	+15%	+$208K	0.68%	43
2024 Q1	$1.34M	Buy	50,571 +40,564	+405%	+$1.05M	0.55%	54
2023 Q4	$253K	Buy	+10,007	New	+$249K	0.11%	117

Other funds holding HEQT

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $517M AUM 17.96% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return