Peterson Wealth Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

Peterson Wealth 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	$3.69M	Sell	117,132 -11,029	-9%	-$355K	0.49%	25
2025 Q4	$4.11M	Sell	128,161 -11,971	-9%	-$379K	0.55%	24
2025 Q3	$4.39M	Sell	140,132 -7,401	-5%	-$227K	0.66%	23
2025 Q2	$4.43M	Sell	147,533 -8,498	-5%	-$247K	0.73%	23
2025 Q1	$4.31M	Buy	156,031 +102,412	+191%	+$3.03M	0.83%	21
2024 Q4	$1.59M	Buy	53,619 +15,956	+42%	+$471K	0.29%	32
2024 Q3	$1.09M	Sell	37,663 -3,370	-8%	-$94.4K	0.21%	32
2024 Q2	$1.14M	Buy	41,033 +8,535	+26%	+$229K	0.24%	29
2024 Q1	$861K	Sell	32,498 -267	-0.8%	-$6.91K	0.18%	32
2023 Q4	$828K	Buy	+32,765	New	+$816K	0.2%	31

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

Peterson Wealth Advisors's HEQT Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its Simplify Hedged Equity ETF (HEQT) stake by 8.6% in Q1 2026, selling an estimated $355K and leaving 117,132 shares worth $3.69M. The position accounts for 0.49% of the portfolio, ranked #25.

Peterson Wealth Advisors first reported a position in HEQT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.43M in Q2 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

Peterson Wealth Advisors held 117,132 shares of Simplify Hedged Equity ETF worth $3.69M as of Q1 2026.
Peterson Wealth Advisors sold 11,029 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $355K.
Simplify Hedged Equity ETF made up 0.49% of Peterson Wealth Advisors's portfolio in Q1 2026, its #25 holding.
Peterson Wealth Advisors first reported a position in Simplify Hedged Equity ETF in Q4 2023 and has held it in 10 quarters since.
Peterson Wealth Advisors's Simplify Hedged Equity ETF position peaked at $4.43M in Q2 2025.
87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.