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Parallel Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

Parallel Advisors’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 		$2.03M Sell
64,518
-23,967
-27% -$771K 0.04% 297
2025
Q4 		$2.84M Buy
88,485
+13,463
+18% +$427K 0.05% 231
2025
Q3 		$2.34M Buy
+75,022
New +$2.3M 0.04% 257

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

Parallel Advisors's HEQT Position: Q1 2026 in Review

Parallel Advisors reduced its Simplify Hedged Equity ETF (HEQT) stake by 27% in Q1 2026, selling an estimated $771K and leaving 64,518 shares worth $2.03M. The position accounts for 0.04% of the portfolio, ranked #297.

Parallel Advisors first reported a position in HEQT in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.84M in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Parallel Advisors held 64,518 shares of Simplify Hedged Equity ETF worth $2.03M as of Q1 2026.
  • Parallel Advisors sold 23,967 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $771K.
  • Simplify Hedged Equity ETF made up 0.04% of Parallel Advisors's portfolio in Q1 2026, its #297 holding.
  • Parallel Advisors first reported a position in Simplify Hedged Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Parallel Advisors's Simplify Hedged Equity ETF position peaked at $2.84M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.