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

PFG Investments’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
2025
Q3 		– Sell
-14,818
Closed -$445K – 1132
2025
Q2 		$445K Buy
+14,818
New +$430K 0.03% 570

Other funds holding HEQT

WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PFG Investments's HEQT Position: Q3 2025 in Review

PFG Investments sold out of Simplify Hedged Equity ETF (HEQT) in Q3 2025, closing a stake of 14,818 shares — an estimated $445K sold.

PFG Investments first reported a position in HEQT in Q2 2025 and held it in 1 quarter. The position peaked at $445K in Q2 2025. 73 funds tracked by Wall St. Rank hold HEQT as of Q3 2025.

  • PFG Investments reported no remaining Simplify Hedged Equity ETF position as of Q3 2025 after selling out during the quarter.
  • PFG Investments sold 14,818 Simplify Hedged Equity ETF shares in Q3 2025, an estimated $445K.
  • PFG Investments first reported a position in Simplify Hedged Equity ETF in Q2 2025 and held it in 1 quarter.
  • PFG Investments's Simplify Hedged Equity ETF position peaked at $445K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2025.

Based on PFG Investments's 13F filing for Q3 2025, filed 31 Oct 2025.