KAS
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Kestra Advisory Services’s Simplify Hedged Equity ETF HEQT Stock Holding History

Kestra Advisory Services’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
-1,547
Closed -$49.6K – 3662
2025
Q4 		$49.6K Buy
+1,547
New +$49K ﹤0.01% 3942

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PAG
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WIM
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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

Kestra Advisory Services's HEQT Position: Q1 2026 in Review

Kestra Advisory Services sold out of Simplify Hedged Equity ETF (HEQT) in Q1 2026, closing a stake of 1,547 shares — an estimated $49.6K sold.

Kestra Advisory Services first reported a position in HEQT in Q4 2025 and held it in 1 quarter. The position peaked at $49.6K in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Kestra Advisory Services reported no remaining Simplify Hedged Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,547 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $49.6K.
  • Kestra Advisory Services first reported a position in Simplify Hedged Equity ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Simplify Hedged Equity ETF position peaked at $49.6K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.