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Meridian Wealth Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Meridian Wealth 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 		$5.19M Buy
154,811
+179
+0.1% +$5.9K 0.16% 126
2026
Q1 		$4.87M Buy
154,632
+20,782
+16% +$668K 0.17% 118
2025
Q4 		$4.29M Buy
133,850
+6,719
+5% +$213K 0.15% 122
2025
Q3 		$3.97M Buy
127,131
+8,019
+7% +$246K 0.15% 130
2025
Q2 		$3.58M Buy
119,112
+111,240
+1,413% +$3.23M 0.15% 142
2025
Q1 		$225K Buy
+7,872
New +$233K 0.01% 579

Other funds holding HEQT

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

Meridian Wealth Management's HEQT Position: Q2 2026 in Review

Meridian Wealth Management increased its Simplify Hedged Equity ETF (HEQT) stake by 0.12% in Q2 2026, buying an estimated $5.9K and bringing the position to 154,811 shares worth $5.19M. The position accounts for 0.16% of the portfolio, ranked #126.

Meridian Wealth Management first reported a position in HEQT in Q1 2025 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Meridian Wealth Management held 154,811 shares of Simplify Hedged Equity ETF worth $5.19M as of Q2 2026.
  • Meridian Wealth Management bought 179 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $5.9K.
  • Simplify Hedged Equity ETF made up 0.16% of Meridian Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Meridian Wealth Management first reported a position in Simplify Hedged Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.