LPL Financial
HEQT icon

LPL Financial’s Simplify Hedged Equity ETF HEQT Stock Holding History

LPL Financial’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 		$17.7M Buy
562,601
+103,290
+22% +$3.32M ﹤0.01% 1553
2025
Q4 		$14.7M Buy
459,311
+53,482
+13% +$1.69M ﹤0.01% 1622
2025
Q3 		$12.7M Sell
405,829
-222,395
-35% -$6.82M ﹤0.01% 1667
2025
Q2 		$18.9M Sell
628,224
-577,044
-48% -$16.7M 0.01% 1298
2025
Q1 		$34.4M Buy
1,205,268
+118,651
+11% +$3.51M 0.01% 873
2024
Q4 		$32M Buy
1,086,617
+719,048
+196% +$21.2M 0.01% 850
2024
Q3 		$10.6M Buy
367,569
+52,691
+17% +$1.48M ﹤0.01% 1428
2024
Q2 		$8.71M Buy
314,878
+199,136
+172% +$5.34M ﹤0.01% 1466
2024
Q1 		$3.07M Buy
115,742
+87,664
+312% +$2.27M ﹤0.01% 2166
2023
Q4 		$709K Buy
28,078
+10,362
+58% +$258K ﹤0.01% 3358
2023
Q3 		$432K Buy
+17,716
New +$442K ﹤0.01% 3608

Other funds holding HEQT

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
IWA
Independent Wealth Advisors Cary, North Carolina $102M AUM

LPL Financial's HEQT Position: Q1 2026 in Review

LPL Financial increased its Simplify Hedged Equity ETF (HEQT) stake by 22% in Q1 2026, buying an estimated $3.32M and bringing the position to 562,601 shares worth $17.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

LPL Financial first reported a position in HEQT in Q3 2023 and has held it in 11 quarters since. The position peaked at $34.4M in Q1 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • LPL Financial held 562,601 shares of Simplify Hedged Equity ETF worth $17.7M as of Q1 2026.
  • LPL Financial bought 103,290 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $3.32M.
  • Simplify Hedged Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1553 holding.
  • LPL Financial first reported a position in Simplify Hedged Equity ETF in Q3 2023 and has held it in 11 quarters since.
  • LPL Financial's Simplify Hedged Equity ETF position peaked at $34.4M in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.