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

Kovack 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 		$6.36M Sell
189,631
-41,787
-18% -$1.38M 0.31% 65
2026
Q1 		$7.35M Buy
231,418
+34,911
+18% +$1.12M 0.39% 51
2025
Q4 		$6.3M Buy
+196,507
New +$6.23M 0.29% 75

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
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
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
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

Kovack Advisors's HEQT Position: Q2 2026 in Review

Kovack Advisors reduced its Simplify Hedged Equity ETF (HEQT) stake by 18% in Q2 2026, selling an estimated $1.38M and leaving 189,631 shares worth $6.36M. The position accounts for 0.31% of the portfolio, ranked #65.

Kovack Advisors first reported a position in HEQT in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.35M in Q1 2026. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Kovack Advisors held 189,631 shares of Simplify Hedged Equity ETF worth $6.36M as of Q2 2026.
  • Kovack Advisors sold 41,787 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $1.38M.
  • Simplify Hedged Equity ETF made up 0.31% of Kovack Advisors's portfolio in Q2 2026, its #65 holding.
  • Kovack Advisors first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Kovack Advisors's Simplify Hedged Equity ETF position peaked at $7.35M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.