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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
Q2 		$2.14M Sell
63,922
-596
-0.9% -$19.6K 0.03% 311
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

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

Parallel Advisors's HEQT Position: Q2 2026 in Review

Parallel Advisors reduced its Simplify Hedged Equity ETF (HEQT) stake by 0.92% in Q2 2026, selling an estimated $19.6K and leaving 63,922 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #311.

Parallel Advisors first reported a position in HEQT in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.84M in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Parallel Advisors held 63,922 shares of Simplify Hedged Equity ETF worth $2.14M as of Q2 2026.
  • Parallel Advisors sold 596 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $19.6K.
  • Simplify Hedged Equity ETF made up 0.03% of Parallel Advisors's portfolio in Q2 2026, its #311 holding.
  • Parallel Advisors first reported a position in Simplify Hedged Equity ETF in Q3 2025 and has held it in 4 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 Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.