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
Q3 		$16.6M Buy
483,305
+29,229
+6% +$997K ﹤0.01% 1750
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

Cary Street Partners
Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Harmony Asset Management
Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

LPL Financial's HEQT Position: Q3 2026 in Review

LPL Financial increased its Simplify Hedged Equity ETF (HEQT) stake by 6.4% in Q3 2026, buying an estimated $997K and bringing the position to 483,305 shares worth $16.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

LPL Financial first reported a position in HEQT in Q3 2023 and has held it in 13 quarters since. The position peaked at $34.4M in Q1 2025. 71 funds tracked by Wall St. Rank hold HEQT as of Q3 2026.

  • LPL Financial held 483,305 shares of Simplify Hedged Equity ETF worth $16.6M as of Q3 2026.
  • LPL Financial bought 29,229 Simplify Hedged Equity ETF shares in Q3 2026, an estimated $997K.
  • Simplify Hedged Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1750 holding.
  • LPL Financial first reported a position in Simplify Hedged Equity ETF in Q3 2023 and has held it in 13 quarters since.
  • LPL Financial's Simplify Hedged Equity ETF position peaked at $34.4M in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.