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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
Q2 		$101K Sell
3,000
-734
-20% -$24.2K 0.01% 1077
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

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NBC Securities's HEQT Position: Q2 2026 in Review

NBC Securities reduced its Simplify Hedged Equity ETF (HEQT) stake by 20% in Q2 2026, selling an estimated $24.2K and leaving 3,000 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #1077.

NBC Securities first reported a position in HEQT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.25M in Q3 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • NBC Securities held 3,000 shares of Simplify Hedged Equity ETF worth $101K as of Q2 2026.
  • NBC Securities sold 734 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $24.2K.
  • Simplify Hedged Equity ETF made up 0.01% of NBC Securities's portfolio in Q2 2026, its #1077 holding.
  • NBC Securities first reported a position in Simplify Hedged Equity ETF in Q3 2025 and has held it in 4 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 Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.