Regatta Research & Money Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Regatta Research & Money 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
2026 Q2	$131K	Buy	+3,895	New	+$128K	0.12%	154

Other funds holding HEQT

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Regatta Research & Money Management's HEQT Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Simplify Hedged Equity ETF (HEQT) in Q2 2026: 3,895 shares worth $131K. The stake represents 0.12% of the portfolio and ranks #154 among its holdings.

61 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

Regatta Research & Money Management held 3,895 shares of Simplify Hedged Equity ETF worth $131K as of Q2 2026.
Simplify Hedged Equity ETF was a new Regatta Research & Money Management position in Q2 2026.
Simplify Hedged Equity ETF made up 0.12% of Regatta Research & Money Management's portfolio in Q2 2026, its #154 holding.
61 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.