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Private Advisor Group’s Simplify Hedged Equity ETF HEQT Stock Holding History

Private Advisor Group’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 		$23.4M Buy
698,185
+160,958
+30% +$5.3M 0.11% 200
2026
Q1 		$16.9M Sell
537,227
-583,330
-52% -$18.8M 0.08% 263
2025
Q4 		$35.9M Buy
1,120,557
+922,843
+467% +$29.2M 0.17% 128
2025
Q3 		$6.18M Sell
197,714
-60,800
-24% -$1.86M 0.03% 532
2025
Q2 		$7.77M Sell
258,514
-561,369
-68% -$16.3M 0.04% 426
2025
Q1 		$23.4M Buy
819,883
+123,200
+18% +$3.65M 0.14% 150
2024
Q4 		$20.5M Sell
696,683
-187,689
-21% -$5.54M 0.12% 163
2024
Q3 		$25.5M Buy
884,372
+643,625
+267% +$18M 0.16% 127
2024
Q2 		$6.66M Buy
240,747
+201,015
+506% +$5.39M 0.04% 388
2024
Q1 		$1.05M Buy
39,732
+4,461
+13% +$115K 0.01% 1139
2023
Q4 		$891K Buy
+35,271
New +$878K 0.01% 1172

Other funds holding HEQT

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
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Private Advisor Group's HEQT Position: Q2 2026 in Review

Private Advisor Group increased its Simplify Hedged Equity ETF (HEQT) stake by 30% in Q2 2026, buying an estimated $5.3M and bringing the position to 698,185 shares worth $23.4M. The position accounts for 0.11% of the portfolio, ranked #200.

Private Advisor Group first reported a position in HEQT in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.9M in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Private Advisor Group held 698,185 shares of Simplify Hedged Equity ETF worth $23.4M as of Q2 2026.
  • Private Advisor Group bought 160,958 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $5.3M.
  • Simplify Hedged Equity ETF made up 0.11% of Private Advisor Group's portfolio in Q2 2026, its #200 holding.
  • Private Advisor Group first reported a position in Simplify Hedged Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • Private Advisor Group's Simplify Hedged Equity ETF position peaked at $35.9M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.