National Bank of Canada
HEQT icon

National Bank of Canada’s Simplify Hedged Equity ETF HEQT Stock Holding History

National Bank of Canada’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 		$15.7K Hold
504
– – ﹤0.01% 2230
2025
Q4 		$16.1K Hold
504
– – ﹤0.01% 2201
2025
Q3 		$15.7K Sell
504
-73
-13% -$2.24K ﹤0.01% 2214
2025
Q2 		$17.3K Hold
577
– – ﹤0.01% 2213
2025
Q1 		$16.5K Buy
+577
New +$17.1K ﹤0.01% 2131

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 $21.8B AUM 28.57% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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 $807M AUM 19.58% 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 $2.08B AUM 38.95% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

National Bank of Canada's HEQT Position: Q1 2026 in Review

National Bank of Canada held its Simplify Hedged Equity ETF (HEQT) position steady in Q1 2026 at 504 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

National Bank of Canada first reported a position in HEQT in Q1 2025 and has held it in 5 quarters since. The position peaked at $17.3K in Q2 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • National Bank of Canada held 504 shares of Simplify Hedged Equity ETF worth $15.7K as of Q1 2026.
  • National Bank of Canada left its Simplify Hedged Equity ETF share count unchanged in Q1 2026.
  • Simplify Hedged Equity ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #2230 holding.
  • National Bank of Canada first reported a position in Simplify Hedged Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • National Bank of Canada's Simplify Hedged Equity ETF position peaked at $17.3K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.