Old Mission Capital’s Simplify Hedged Equity ETF HEQT Stock Holding History

Old Mission Capital’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	$601K	Buy	19,070 +6,150	+48%	+$198K	0.01%	646
2025 Q4	$414K	Buy	+12,920	New	+$409K	0.01%	743
2025 Q3	–	Sell	-14,582	Closed	-$438K	–	1163
2025 Q2	$438K	Buy	+14,582	New	+$423K	0.01%	765
2024 Q1	–	Sell	-20,281	Closed	-$512K	–	1448
2023 Q4	$512K	Buy	+20,281	New	+$505K	0.01%	769
2022 Q4	–	Sell	-14,697	Closed	-$335K	–	1563
2022 Q3	$335K	Sell	14,697 -906	-6%	-$21.4K	0.01%	668
2022 Q2	$359K	Buy	15,603 +7,162	+85%	+$168K	0.01%	889
2022 Q1	$207K	Buy	+8,441	New	+$207K	0.01%	1040

Other funds holding HEQT

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

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Old Mission Capital's HEQT Position: Q1 2026 in Review

Old Mission Capital increased its Simplify Hedged Equity ETF (HEQT) stake by 48% in Q1 2026, buying an estimated $198K and bringing the position to 19,070 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #646.

Old Mission Capital first reported a position in HEQT in Q1 2022 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

Old Mission Capital held 19,070 shares of Simplify Hedged Equity ETF worth $601K as of Q1 2026.
Old Mission Capital bought 6,150 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $198K.
Simplify Hedged Equity ETF made up 0.01% of Old Mission Capital's portfolio in Q1 2026, its #646 holding.
Old Mission Capital first reported a position in Simplify Hedged Equity ETF in Q1 2022 and has held it in 7 quarters since.
87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.