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

IFP 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
2023
Q1 		– Sell
-2,569
Closed -$65K – 3843
2022
Q4 		$65K Hold
2,569
– – ﹤0.01% 2049
2022
Q3 		$65K Buy
+2,569
New +$60.6K ﹤0.01% 2176

Other funds holding HEQT

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IFP Advisors's HEQT Position: Q1 2023 in Review

IFP Advisors sold out of Simplify Hedged Equity ETF (HEQT) in Q1 2023, closing a stake of 2,569 shares — an estimated $65K sold.

IFP Advisors first reported a position in HEQT in Q3 2022 and held it in 2 quarters. The position peaked at $65K in Q4 2022. 27 funds tracked by Wall St. Rank hold HEQT as of Q1 2023.

  • IFP Advisors reported no remaining Simplify Hedged Equity ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 2,569 Simplify Hedged Equity ETF shares in Q1 2023, an estimated $65K.
  • IFP Advisors first reported a position in Simplify Hedged Equity ETF in Q3 2022 and held it in 2 quarters.
  • IFP Advisors's Simplify Hedged Equity ETF position peaked at $65K in Q4 2022.
  • 27 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.