Mariner
HEQT icon

Mariner’s Simplify Hedged Equity ETF HEQT Stock Holding History

Mariner’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 		– Sell
-36,643
Closed -$1.17M – 3673
2025
Q4 		$1.17M Buy
36,643
+22,200
+154% +$703K ﹤0.01% 1838
2025
Q3 		$451K Buy
14,443
+6,415
+80% +$197K ﹤0.01% 2515
2025
Q2 		$241K Sell
8,028
-448
-5% -$13K ﹤0.01% 2908
2025
Q1 		$242K Buy
+8,476
New +$251K ﹤0.01% 2833
2024
Q4 		– Sell
-28,117
Closed -$812K – 3440
2024
Q3 		$812K Sell
28,117
-16,731
-37% -$469K ﹤0.01% 1765
2024
Q2 		$1.24M Sell
44,848
-41,076
-48% -$1.1M ﹤0.01% 1369
2024
Q1 		$2.28M Buy
+85,924
New +$2.22M ﹤0.01% 1049

Other funds holding HEQT

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
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

Mariner's HEQT Position: Q1 2026 in Review

Mariner sold out of Simplify Hedged Equity ETF (HEQT) in Q1 2026, closing a stake of 36,643 shares — an estimated $1.17M sold.

Mariner first reported a position in HEQT in Q1 2024 and held it in 7 quarters. The position peaked at $2.28M in Q1 2024. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Mariner reported no remaining Simplify Hedged Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Mariner sold 36,643 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $1.17M.
  • Mariner first reported a position in Simplify Hedged Equity ETF in Q1 2024 and held it in 7 quarters.
  • Mariner's Simplify Hedged Equity ETF position peaked at $2.28M in Q1 2024.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.