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Larson Financial Group’s Simplify Hedged Equity ETF HEQT Stock Holding History

Larson Financial Group’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 		$16 Sell
1
-449
-100% -$14.4K ﹤0.01% 3590
2025
Q4 		$14.4K Sell
450
-168
-27% -$5.32K ﹤0.01% 1911
2025
Q3 		$19.3K Sell
618
-433
-41% -$13.3K ﹤0.01% 1664
2025
Q2 		$31.6K Sell
1,051
-964
-48% -$28K ﹤0.01% 1271
2025
Q1 		$57.6K Buy
+2,015
New +$59.7K ﹤0.01% 972

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
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 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

Larson Financial Group's HEQT Position: Q1 2026 in Review

Larson Financial Group reduced its Simplify Hedged Equity ETF (HEQT) stake by 100% in Q1 2026, selling an estimated $14.4K and leaving 1 share worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #3590.

Larson Financial Group first reported a position in HEQT in Q1 2025 and has held it in 5 quarters since. The position peaked at $57.6K in Q1 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Larson Financial Group held 1 share of Simplify Hedged Equity ETF worth $16 as of Q1 2026.
  • Larson Financial Group sold 449 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $14.4K.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3590 holding.
  • Larson Financial Group first reported a position in Simplify Hedged Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Simplify Hedged Equity ETF position peaked at $57.6K in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.