Proficio Capital Partners’s Simplify Hedged Equity ETF HEQT Stock Holding History

Proficio Capital Partners’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	$351K	Hold	10,470	–	–	0.01%	444
2026 Q1	$330K	Hold	10,470	–	–	0.02%	201
2025 Q4	$336K	Hold	10,470	–	–	0.02%	193
2025 Q3	$327K	Hold	10,470	–	–	0.02%	166
2025 Q2	$315K	Hold	10,470	–	–	0.02%	313
2025 Q1	$299K	Hold	10,470	–	–	0.02%	296
2024 Q4	$309K	Hold	10,470	–	–	0.03%	258
2024 Q3	$302K	Hold	10,470	–	–	0.03%	218
2024 Q2	$290K	Hold	10,470	–	–	0.03%	253
2024 Q1	$277K	Buy	+10,470	New	+$271K	0.03%	261

Other funds holding HEQT

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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 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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Proficio Capital Partners's HEQT Position: Q2 2026 in Review

Proficio Capital Partners held its Simplify Hedged Equity ETF (HEQT) position steady in Q2 2026 at 10,470 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #444.

Proficio Capital Partners first reported a position in HEQT in Q1 2024 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

Proficio Capital Partners held 10,470 shares of Simplify Hedged Equity ETF worth $351K as of Q2 2026.
Proficio Capital Partners left its Simplify Hedged Equity ETF share count unchanged in Q2 2026.
Simplify Hedged Equity ETF made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #444 holding.
Proficio Capital Partners first reported a position in Simplify Hedged Equity ETF in Q1 2024 and has held it in 10 quarters since.
86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.