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Morton Brown Family Wealth’s Simplify Hedged Equity ETF HEQT Stock Holding History

Morton Brown Family Wealth’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
2025
Q2 		– Sell
-1,311
Closed -$37.5K – 326
2025
Q1 		$37.5K Buy
+1,311
New +$38.8K 0.01% 118

Other funds holding HEQT

WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Morton Brown Family Wealth's HEQT Position: Q2 2025 in Review

Morton Brown Family Wealth sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2025, closing a stake of 1,311 shares — an estimated $37.5K sold.

Morton Brown Family Wealth first reported a position in HEQT in Q1 2025 and held it in 1 quarter. The position peaked at $37.5K in Q1 2025. 78 funds tracked by Wall St. Rank hold HEQT as of Q2 2025.

  • Morton Brown Family Wealth reported no remaining Simplify Hedged Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 1,311 Simplify Hedged Equity ETF shares in Q2 2025, an estimated $37.5K.
  • Morton Brown Family Wealth first reported a position in Simplify Hedged Equity ETF in Q1 2025 and held it in 1 quarter.
  • Morton Brown Family Wealth's Simplify Hedged Equity ETF position peaked at $37.5K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2025.

Based on Morton Brown Family Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.