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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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
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
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
IWA
Independent Wealth Advisors Cary, North Carolina $102M AUM

Kovack Advisors's HEQT Position: Q1 2026 in Review

Kovack Advisors increased its Simplify Hedged Equity ETF (HEQT) stake by 18% in Q1 2026, buying an estimated $1.12M and bringing the position to 231,418 shares worth $7.35M. The position accounts for 0.39% of the portfolio, ranked #51.

Kovack Advisors first reported a position in HEQT in Q4 2025 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Kovack Advisors held 231,418 shares of Simplify Hedged Equity ETF worth $7.35M as of Q1 2026.
  • Kovack Advisors bought 34,911 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $1.12M.
  • Simplify Hedged Equity ETF made up 0.39% of Kovack Advisors's portfolio in Q1 2026, its #51 holding.
  • Kovack Advisors first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.