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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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Proficio Capital Partners's HEQT Position: Q1 2026 in Review

Proficio Capital Partners held its Simplify Hedged Equity ETF (HEQT) position steady in Q1 2026 at 10,470 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #201.

Proficio Capital Partners first reported a position in HEQT in Q1 2024 and has held it in 9 quarters since. The position peaked at $336K in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Proficio Capital Partners held 10,470 shares of Simplify Hedged Equity ETF worth $330K as of Q1 2026.
  • Proficio Capital Partners left its Simplify Hedged Equity ETF share count unchanged in Q1 2026.
  • Simplify Hedged Equity ETF made up 0.02% of Proficio Capital Partners's portfolio in Q1 2026, its #201 holding.
  • Proficio Capital Partners first reported a position in Simplify Hedged Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • Proficio Capital Partners's Simplify Hedged Equity ETF position peaked at $336K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.