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
Q2 		$15.2M Sell
454,076
-108,525
-19% -$3.58M ﹤0.01% 1765
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

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

LPL Financial's HEQT Position: Q2 2026 in Review

LPL Financial reduced its Simplify Hedged Equity ETF (HEQT) stake by 19% in Q2 2026, selling an estimated $3.58M and leaving 454,076 shares worth $15.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

LPL Financial first reported a position in HEQT in Q3 2023 and has held it in 12 quarters since. The position peaked at $34.4M in Q1 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • LPL Financial held 454,076 shares of Simplify Hedged Equity ETF worth $15.2M as of Q2 2026.
  • LPL Financial sold 108,525 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $3.58M.
  • Simplify Hedged Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1765 holding.
  • LPL Financial first reported a position in Simplify Hedged Equity ETF in Q3 2023 and has held it in 12 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 Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.