PS
HEQT icon

Principal Securities’s Simplify Hedged Equity ETF HEQT Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,545
Closed -$48.3K – 2282
2025
Q3 		$48.3K Buy
1,545
+545
+55% +$16.7K ﹤0.01% 1966
2025
Q2 		$30.1K Hold
1,000
– – ﹤0.01% 2131
2025
Q1 		$29.5K Hold
1,000
– – ﹤0.01% 2000
2024
Q4 		$29.5K Buy
+1,000
New +$29.5K ﹤0.01% 1995

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Principal Securities's HEQT Position: Q4 2025 in Review

Principal Securities sold out of Simplify Hedged Equity ETF (HEQT) in Q4 2025, closing a stake of 1,545 shares — an estimated $48.3K sold.

Principal Securities first reported a position in HEQT in Q4 2024 and held it in 4 quarters. The position peaked at $48.3K in Q3 2025. 81 funds tracked by Wall St. Rank hold HEQT as of Q4 2025.

  • Principal Securities reported no remaining Simplify Hedged Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,545 Simplify Hedged Equity ETF shares in Q4 2025, an estimated $48.3K.
  • Principal Securities first reported a position in Simplify Hedged Equity ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's Simplify Hedged Equity ETF position peaked at $48.3K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.