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Lionsbridge Wealth Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Lionsbridge Wealth Management’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
-23,019
Closed -$692K – 61
2025
Q2 		$692K Sell
23,019
-141,553
-86% -$4.11M 0.69% 46
2025
Q1 		$4.7M Sell
164,572
-11,139
-6% -$330K 4.18% 6
2024
Q4 		$5.18M Buy
175,711
+50,881
+41% +$1.5M 4.35% 6
2024
Q3 		$3.61M Buy
124,830
+28,692
+30% +$804K 2.85% 8
2024
Q2 		$2.66M Buy
96,138
+2,981
+3% +$80K 2.13% 16
2024
Q1 		$2.47M Sell
93,157
-96
-0.1% -$2.48K 1.91% 23
2023
Q4 		$2.36M Buy
93,253
+62,978
+208% +$1.57M 1.88% 23
2023
Q3 		$738K Sell
30,275
-158
-0.5% -$3.94K 0.7% 39
2023
Q2 		$755K Sell
30,433
-3,460
-10% -$83.7K 0.67% 40
2023
Q1 		$801K Buy
33,893
+1,891
+6% +$44K 0.74% 40
2022
Q4 		$722K Buy
+32,002
New +$746K 0.7% 38

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

Lionsbridge Wealth Management's HEQT Position: Q3 2025 in Review

Lionsbridge Wealth Management sold out of Simplify Hedged Equity ETF (HEQT) in Q3 2025, closing a stake of 23,019 shares — an estimated $692K sold.

Lionsbridge Wealth Management first reported a position in HEQT in Q4 2022 and held it in 11 quarters. The position peaked at $5.18M in Q4 2024. 73 funds tracked by Wall St. Rank hold HEQT as of Q3 2025.

  • Lionsbridge Wealth Management reported no remaining Simplify Hedged Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 23,019 Simplify Hedged Equity ETF shares in Q3 2025, an estimated $692K.
  • Lionsbridge Wealth Management first reported a position in Simplify Hedged Equity ETF in Q4 2022 and held it in 11 quarters.
  • Lionsbridge Wealth Management's Simplify Hedged Equity ETF position peaked at $5.18M in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2025.

Based on Lionsbridge Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.