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 Q2	$3.77M	Sell	112,453 -4,679	-4%	-$154K	0.45%	25
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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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 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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Peterson Wealth Advisors's HEQT Position: Q2 2026 in Review

Peterson Wealth Advisors reduced its Simplify Hedged Equity ETF (HEQT) stake by 4% in Q2 2026, selling an estimated $154K and leaving 112,453 shares worth $3.77M. The position accounts for 0.45% of the portfolio, ranked #25.

Peterson Wealth Advisors first reported a position in HEQT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.43M in Q2 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

Peterson Wealth Advisors held 112,453 shares of Simplify Hedged Equity ETF worth $3.77M as of Q2 2026.
Peterson Wealth Advisors sold 4,679 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $154K.
Simplify Hedged Equity ETF made up 0.45% of Peterson Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Peterson Wealth Advisors first reported a position in Simplify Hedged Equity ETF in Q4 2023 and has held it in 11 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 Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.