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Heck Capital Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

Heck Capital Advisors’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 		$413K Hold
12,300
– – 0.02% 163
2026
Q1 		$387K Buy
+12,300
New +$395K 0.03% 160

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
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
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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Heck Capital Advisors's HEQT Position: Q2 2026 in Review

Heck Capital Advisors held its Simplify Hedged Equity ETF (HEQT) position steady in Q2 2026 at 12,300 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #163.

Heck Capital Advisors first reported a position in HEQT in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Heck Capital Advisors held 12,300 shares of Simplify Hedged Equity ETF worth $413K as of Q2 2026.
  • Heck Capital Advisors left its Simplify Hedged Equity ETF share count unchanged in Q2 2026.
  • Simplify Hedged Equity ETF made up 0.02% of Heck Capital Advisors's portfolio in Q2 2026, its #163 holding.
  • Heck Capital Advisors first reported a position in Simplify Hedged Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.