Middleton & Co’s Simplify Hedged Equity ETF HEQT Stock Holding History

Middleton & Co’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	$367K	Sell	10,700 -2,325	-18%	-$79.3K	0.04%	132
2026 Q2	$437K	Hold	13,025	–	–	0.05%	125
2026 Q1	$410K	Hold	13,025	–	–	0.05%	122
2025 Q4	$417K	Hold	13,025	–	–	0.04%	124
2025 Q3	$407K	Hold	13,025	–	–	0.04%	123
2025 Q2	$391K	Hold	13,025	–	–	0.04%	127
2025 Q1	$372K	Hold	13,025	–	–	0.04%	125
2024 Q4	$384K	Sell	13,025 -2,950	-18%	-$87.1K	0.04%	124
2024 Q3	$461K	Sell	15,975 -4,132	-21%	-$116K	0.05%	119
2024 Q2	$556K	Sell	20,107 -33,178	-62%	-$890K	0.06%	105
2024 Q1	$1.41M	Buy	+53,285	New	+$1.38M	0.16%	87

Other funds holding HEQT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Sound Financial Strategies Group Madison, Mississippi $148M AUM 10.49% 1-Year Est. Return

Middleton & Co's HEQT Position: Q3 2026 in Review

Middleton & Co reduced its Simplify Hedged Equity ETF (HEQT) stake by 18% in Q3 2026, selling an estimated $79.3K and leaving 10,700 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #132.

Middleton & Co first reported a position in HEQT in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.41M in Q1 2024. 44 funds tracked by Wall St. Rank hold HEQT as of Q3 2026.

Middleton & Co held 10,700 shares of Simplify Hedged Equity ETF worth $367K as of Q3 2026.
Middleton & Co sold 2,325 Simplify Hedged Equity ETF shares in Q3 2026, an estimated $79.3K.
Simplify Hedged Equity ETF made up 0.04% of Middleton & Co's portfolio in Q3 2026, its #132 holding.
Middleton & Co first reported a position in Simplify Hedged Equity ETF in Q1 2024 and has held it in 11 quarters since.
Middleton & Co's Simplify Hedged Equity ETF position peaked at $1.41M in Q1 2024.
44 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.