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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
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

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

Meridian Wealth Management's HEQT Position: Q1 2026 in Review

Meridian Wealth Management increased its Simplify Hedged Equity ETF (HEQT) stake by 16% in Q1 2026, buying an estimated $668K and bringing the position to 154,632 shares worth $4.87M. The position accounts for 0.17% of the portfolio, ranked #118.

Meridian Wealth Management first reported a position in HEQT in Q1 2025 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Meridian Wealth Management held 154,632 shares of Simplify Hedged Equity ETF worth $4.87M as of Q1 2026.
  • Meridian Wealth Management bought 20,782 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $668K.
  • Simplify Hedged Equity ETF made up 0.17% of Meridian Wealth Management's portfolio in Q1 2026, its #118 holding.
  • Meridian Wealth Management first reported a position in Simplify Hedged Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.