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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
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

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
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
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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Plan Group Financial's HEQT Position: Q2 2026 in Review

Plan Group Financial increased its Simplify Hedged Equity ETF (HEQT) stake by 0.29% in Q2 2026, buying an estimated $758 and bringing the position to 7,875 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #195.

Plan Group Financial first reported a position in HEQT in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Plan Group Financial held 7,875 shares of Simplify Hedged Equity ETF worth $264K as of Q2 2026.
  • Plan Group Financial bought 23 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $758.
  • Simplify Hedged Equity ETF made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #195 holding.
  • Plan Group Financial first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.