KWM
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Kiker Wealth Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Kiker 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
2025
Q2 		– Sell
-962
Closed -$27.5K – 704
2025
Q1 		$27.5K Buy
+962
New +$28.5K 0.02% 258

Other funds holding HEQT

WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kiker Wealth Management's HEQT Position: Q2 2025 in Review

Kiker Wealth Management sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2025, closing a stake of 962 shares — an estimated $27.5K sold.

Kiker Wealth Management first reported a position in HEQT in Q1 2025 and held it in 1 quarter. The position peaked at $27.5K in Q1 2025. 78 funds tracked by Wall St. Rank hold HEQT as of Q2 2025.

  • Kiker Wealth Management reported no remaining Simplify Hedged Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 962 Simplify Hedged Equity ETF shares in Q2 2025, an estimated $27.5K.
  • Kiker Wealth Management first reported a position in Simplify Hedged Equity ETF in Q1 2025 and held it in 1 quarter.
  • Kiker Wealth Management's Simplify Hedged Equity ETF position peaked at $27.5K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2025.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.