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Thompson David Blair’s Simplify Hedged Equity ETF HEQT Stock Holding History

Thompson David Blair’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 		$384K Hold
11,443
– – 0.19% 145
2026
Q1 		$360K Hold
11,443
– – 0.21% 120
2025
Q4 		$367K Buy
+11,443
New +$363K 0.21% 114

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 $103B AUM 28.65% 1-Year Est. Return

Thompson David Blair's HEQT Position: Q2 2026 in Review

Thompson David Blair held its Simplify Hedged Equity ETF (HEQT) position steady in Q2 2026 at 11,443 shares worth $384K. The position accounts for 0.19% of the portfolio, ranked #145.

Thompson David Blair first reported a position in HEQT in Q4 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Thompson David Blair held 11,443 shares of Simplify Hedged Equity ETF worth $384K as of Q2 2026.
  • Thompson David Blair left its Simplify Hedged Equity ETF share count unchanged in Q2 2026.
  • Simplify Hedged Equity ETF made up 0.19% of Thompson David Blair's portfolio in Q2 2026, its #145 holding.
  • Thompson David Blair first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.