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 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Middleton & Co's HEQT Position: Q1 2026 in Review

Middleton & Co held its Simplify Hedged Equity ETF (HEQT) position steady in Q1 2026 at 13,025 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #122.

Middleton & Co first reported a position in HEQT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q1 2024. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

Middleton & Co held 13,025 shares of Simplify Hedged Equity ETF worth $410K as of Q1 2026.
Middleton & Co left its Simplify Hedged Equity ETF share count unchanged in Q1 2026.
Simplify Hedged Equity ETF made up 0.05% of Middleton & Co's portfolio in Q1 2026, its #122 holding.
Middleton & Co first reported a position in Simplify Hedged Equity ETF in Q1 2024 and has held it in 9 quarters since.
Middleton & Co's Simplify Hedged Equity ETF position peaked at $1.41M in Q1 2024.
87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.