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 $2.07B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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.