Plan Group Financial
HEQT icon

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
Q3 		$273K Buy
7,898
+23
+0.3% +$784 0.05% 188
2026
Q2 		$264K Buy
7,875
+23
+0.3% +$758 0.05% 195
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

WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Harmony Asset Management
Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Cambridge Advisors
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
BFI Wealth Solutions
BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Plan Group Financial's HEQT Position: Q3 2026 in Review

Plan Group Financial increased its Simplify Hedged Equity ETF (HEQT) stake by 0.29% in Q3 2026, buying an estimated $784 and bringing the position to 7,898 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #188.

Plan Group Financial first reported a position in HEQT in Q4 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold HEQT as of Q3 2026.

  • Plan Group Financial held 7,898 shares of Simplify Hedged Equity ETF worth $273K as of Q3 2026.
  • Plan Group Financial bought 23 Simplify Hedged Equity ETF shares in Q3 2026, an estimated $784.
  • Simplify Hedged Equity ETF made up 0.05% of Plan Group Financial's portfolio in Q3 2026, its #188 holding.
  • Plan Group Financial first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.