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

PFG 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 		– Sell
-22,278
Closed -$714K – 805
2025
Q4 		$714K Sell
22,278
-1,956
-8% -$62K 0.03% 448
2025
Q3 		$757K Buy
24,234
+2,514
+12% +$77K 0.03% 454
2025
Q2 		$653K Sell
21,720
-1,989
-8% -$57.7K 0.03% 371
2025
Q1 		$677K Sell
23,709
-225
-0.9% -$6.66K 0.04% 403
2024
Q4 		$706K Sell
23,934
-811
-3% -$23.9K 0.04% 388
2024
Q3 		$715K Buy
24,745
+4,830
+24% +$135K 0.05% 363
2024
Q2 		$551K Buy
+19,915
New +$534K 0.04% 401

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

PFG Advisors's HEQT Position: Q1 2026 in Review

PFG Advisors sold out of Simplify Hedged Equity ETF (HEQT) in Q1 2026, closing a stake of 22,278 shares — an estimated $714K sold.

PFG Advisors first reported a position in HEQT in Q2 2024 and held it in 7 quarters. The position peaked at $757K in Q3 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • PFG Advisors reported no remaining Simplify Hedged Equity ETF position as of Q1 2026 after selling out during the quarter.
  • PFG Advisors sold 22,278 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $714K.
  • PFG Advisors first reported a position in Simplify Hedged Equity ETF in Q2 2024 and held it in 7 quarters.
  • PFG Advisors's Simplify Hedged Equity ETF position peaked at $757K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on PFG Advisors's 13F filing for Q1 2026, filed 5 May 2026.