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Plan Group Financial’s Simplify Hedged Equity ETF HEQT Stock Holding History

Plan Group Financial’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 		$247K Buy
7,852
+26
+0.3% +$836 0.06% 194
2025
Q4 		$251K Buy
+7,826
New +$248K 0.07% 166

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

Plan Group Financial's HEQT Position: Q1 2026 in Review

Plan Group Financial increased its Simplify Hedged Equity ETF (HEQT) stake by 0.33% in Q1 2026, buying an estimated $836 and bringing the position to 7,852 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #194.

Plan Group Financial first reported a position in HEQT in Q4 2025 and has held it in 2 quarters since. The position peaked at $251K in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Plan Group Financial held 7,852 shares of Simplify Hedged Equity ETF worth $247K as of Q1 2026.
  • Plan Group Financial bought 26 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $836.
  • Simplify Hedged Equity ETF made up 0.06% of Plan Group Financial's portfolio in Q1 2026, its #194 holding.
  • Plan Group Financial first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Plan Group Financial's Simplify Hedged Equity ETF position peaked at $251K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.