Keudell/Morrison Wealth Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Keudell/Morrison Wealth Management’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	-517,138	Closed	-$16.6M	–	250
2025 Q4	$16.6M	Buy	+517,138	New	+$16.4M	3.48%	7
2025 Q2	$14.7M	Sell	489,872 -349,797	-42%	-$10.2M	3.27%	7
2025 Q1	$24M	Buy	839,669 +323,081	+63%	+$9.57M	5.66%	3
2024 Q4	$15.2M	Sell	516,588 -2,738	-0.5%	-$80.8K	3.97%	6
2024 Q3	$15M	Buy	519,326 +13,580	+3%	+$380K	4.07%	6
2024 Q2	$14M	Buy	505,746 +78,110	+18%	+$2.1M	4.09%	6
2024 Q1	$11.3M	Buy	+427,636	New	+$11.1M	3.43%	7

Other funds holding HEQT

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Keudell/Morrison Wealth Management's HEQT Position: Q1 2026 in Review

Keudell/Morrison Wealth Management sold out of Simplify Hedged Equity ETF (HEQT) in Q1 2026, closing a stake of 517,138 shares — an estimated $16.6M sold.

Keudell/Morrison Wealth Management first reported a position in HEQT in Q1 2024 and held it in 7 quarters. The position peaked at $24M in Q1 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

Keudell/Morrison Wealth Management reported no remaining Simplify Hedged Equity ETF position as of Q1 2026 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 517,138 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $16.6M.
Keudell/Morrison Wealth Management first reported a position in Simplify Hedged Equity ETF in Q1 2024 and held it in 7 quarters.
Keudell/Morrison Wealth Management's Simplify Hedged Equity ETF position peaked at $24M in Q1 2025.
87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.