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L.M. Kohn & Company’s Simplify Hedged Equity ETF HEQT Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-49,195
Closed -$1.48M – 197
2025
Q2 		$1.48M Buy
+49,195
New +$1.43M 0.4% 43

Other funds holding HEQT

WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

L.M. Kohn & Company's HEQT Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Simplify Hedged Equity ETF (HEQT) in Q3 2025, closing a stake of 49,195 shares — an estimated $1.48M sold.

L.M. Kohn & Company first reported a position in HEQT in Q2 2025 and held it in 1 quarter. The position peaked at $1.48M in Q2 2025. 73 funds tracked by Wall St. Rank hold HEQT as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Simplify Hedged Equity ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 49,195 Simplify Hedged Equity ETF shares in Q3 2025, an estimated $1.48M.
  • L.M. Kohn & Company first reported a position in Simplify Hedged Equity ETF in Q2 2025 and held it in 1 quarter.
  • L.M. Kohn & Company's Simplify Hedged Equity ETF position peaked at $1.48M in Q2 2025.
  • 73 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.