HighTower Advisors
HEQT icon

HighTower Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

HighTower 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
Q1 		$5.67M Buy
180,101
+7,921
+5% +$255K 0.01% 1139
2025
Q4 		$5.52M Sell
172,180
-539
-0.3% -$17.1K 0.01% 1122
2025
Q3 		$5.4M Sell
172,719
-93
-0.1% -$2.85K 0.01% 1098
2025
Q2 		$5.19M Sell
172,812
-139,347
-45% -$4.04M 0.01% 1074
2025
Q1 		$8.92M Buy
312,159
+10,691
+4% +$317K 0.01% 808
2024
Q4 		$8.89M Buy
301,468
+130,611
+76% +$3.86M 0.01% 800
2024
Q3 		$4.93M Sell
170,857
-54,024
-24% -$1.51M 0.01% 1039
2024
Q2 		$6.23M Sell
224,881
-20,872
-8% -$560K 0.01% 919
2024
Q1 		$6.51M Buy
245,753
+24,937
+11% +$645K 0.01% 854
2023
Q4 		$5.58M Buy
220,816
+38,776
+21% +$966K 0.01% 924
2023
Q3 		$4.43M Sell
182,040
-2,585
-1% -$64.4K 0.01% 981
2023
Q2 		$4.58M Sell
184,625
-4,849
-3% -$117K 0.01% 943
2023
Q1 		$4.48M Buy
189,474
+169,933
+870% +$3.95M 0.01% 908
2022
Q4 		$443K Sell
19,541
-513,323
-96% -$12M ﹤0.01% 2199
2022
Q3 		$12.2M Buy
532,864
+6,770
+1% +$160K 0.03% 496
2022
Q2 		$12.1M Buy
+526,094
New +$12.3M 0.03% 506

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 $21.3B AUM 22.13% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 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 $555M AUM 17.82% 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 $518M AUM 17.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

HighTower Advisors's HEQT Position: Q1 2026 in Review

HighTower Advisors increased its Simplify Hedged Equity ETF (HEQT) stake by 4.6% in Q1 2026, buying an estimated $255K and bringing the position to 180,101 shares worth $5.67M. The position accounts for 0.01% of the portfolio, ranked #1139.

HighTower Advisors first reported a position in HEQT in Q2 2022 and has held it in 16 quarters since. The position peaked at $12.2M in Q3 2022. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • HighTower Advisors held 180,101 shares of Simplify Hedged Equity ETF worth $5.67M as of Q1 2026.
  • HighTower Advisors bought 7,921 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $255K.
  • Simplify Hedged Equity ETF made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #1139 holding.
  • HighTower Advisors first reported a position in Simplify Hedged Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • HighTower Advisors's Simplify Hedged Equity ETF position peaked at $12.2M in Q3 2022.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.