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NBC Securities’s Simplify Hedged Equity ETF HEQT Stock Holding History

NBC Securities’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 		$118K Sell
3,734
-2,293
-38% -$73.7K 0.01% 1026
2025
Q4 		$193K Sell
6,027
-33,970
-85% -$1.08M 0.01% 853
2025
Q3 		$1.25M Buy
+39,997
New +$1.23M 0.1% 228

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 $21.3B 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
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

NBC Securities's HEQT Position: Q1 2026 in Review

NBC Securities reduced its Simplify Hedged Equity ETF (HEQT) stake by 38% in Q1 2026, selling an estimated $73.7K and leaving 3,734 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #1026.

NBC Securities first reported a position in HEQT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q3 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • NBC Securities held 3,734 shares of Simplify Hedged Equity ETF worth $118K as of Q1 2026.
  • NBC Securities sold 2,293 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $73.7K.
  • Simplify Hedged Equity ETF made up 0.01% of NBC Securities's portfolio in Q1 2026, its #1026 holding.
  • NBC Securities first reported a position in Simplify Hedged Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • NBC Securities's Simplify Hedged Equity ETF position peaked at $1.25M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.