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Independent Wealth Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

Independent Wealth 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 		$6.87M Buy
204,845
+19,035
+10% +$627K 6.22% 2
2026
Q1 		$5.85M Buy
185,810
+10,054
+6% +$323K 5.75% 3
2025
Q4 		$5.63M Buy
+175,756
New +$5.57M 5.88% 3

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
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
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Independent Wealth Advisors's HEQT Position: Q2 2026 in Review

Independent Wealth Advisors increased its Simplify Hedged Equity ETF (HEQT) stake by 10% in Q2 2026, buying an estimated $627K and bringing the position to 204,845 shares worth $6.87M. The position accounts for 6.22% of the portfolio, ranked #2.

Independent Wealth Advisors first reported a position in HEQT in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Independent Wealth Advisors held 204,845 shares of Simplify Hedged Equity ETF worth $6.87M as of Q2 2026.
  • Independent Wealth Advisors bought 19,035 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $627K.
  • Simplify Hedged Equity ETF made up 6.22% of Independent Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Independent Wealth Advisors first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.