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 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $102M AUM

Private Advisor Group's HEQT Position: Q1 2026 in Review

Private Advisor Group reduced its Simplify Hedged Equity ETF (HEQT) stake by 52% in Q1 2026, selling an estimated $18.8M and leaving 537,227 shares worth $16.9M. The position accounts for 0.08% of the portfolio, ranked #263.

Private Advisor Group first reported a position in HEQT in Q4 2023 and has held it in 10 quarters since. The position peaked at $35.9M in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

Private Advisor Group held 537,227 shares of Simplify Hedged Equity ETF worth $16.9M as of Q1 2026.
Private Advisor Group sold 583,330 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $18.8M.
Simplify Hedged Equity ETF made up 0.08% of Private Advisor Group's portfolio in Q1 2026, its #263 holding.
Private Advisor Group first reported a position in Simplify Hedged Equity ETF in Q4 2023 and has held it in 10 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 Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.