HH
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Hilltop Holdings’s Simplify Hedged Equity ETF HEQT Stock Holding History

Hilltop Holdings’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 		– Sell
-15,781
Closed -$506K – 764
2025
Q4 		$506K Buy
15,781
+59
+0.4% +$1.87K 0.03% 543
2025
Q3 		$491K Buy
15,722
+851
+6% +$26.1K 0.03% 580
2025
Q2 		$447K Buy
14,871
+111
+0.8% +$3.22K 0.03% 556
2025
Q1 		$422K Sell
14,760
-288
-2% -$8.53K 0.03% 564
2024
Q4 		$444K Buy
15,048
+116
+0.8% +$3.42K 0.03% 538
2024
Q3 		$431K Buy
+14,932
New +$418K 0.03% 539

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

Hilltop Holdings's HEQT Position: Q1 2026 in Review

Hilltop Holdings sold out of Simplify Hedged Equity ETF (HEQT) in Q1 2026, closing a stake of 15,781 shares — an estimated $506K sold.

Hilltop Holdings first reported a position in HEQT in Q3 2024 and held it in 6 quarters. The position peaked at $506K in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Hilltop Holdings reported no remaining Simplify Hedged Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Hilltop Holdings sold 15,781 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $506K.
  • Hilltop Holdings first reported a position in Simplify Hedged Equity ETF in Q3 2024 and held it in 6 quarters.
  • Hilltop Holdings's Simplify Hedged Equity ETF position peaked at $506K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.