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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
Q2 		$17 Hold
1
– – ﹤0.01% 3725
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

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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Larson Financial Group's HEQT Position: Q2 2026 in Review

Larson Financial Group held its Simplify Hedged Equity ETF (HEQT) position steady in Q2 2026 at 1 share worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #3725.

Larson Financial Group first reported a position in HEQT in Q1 2025 and has held it in 6 quarters since. The position peaked at $57.6K in Q1 2025. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Larson Financial Group held 1 share of Simplify Hedged Equity ETF worth $17 as of Q2 2026.
  • Larson Financial Group left its Simplify Hedged Equity ETF share count unchanged in Q2 2026.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3725 holding.
  • Larson Financial Group first reported a position in Simplify Hedged Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • Larson Financial Group's Simplify Hedged Equity ETF position peaked at $57.6K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.