Raymond James Financial
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Raymond James Financial’s Simplify Hedged Equity ETF HEQT Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-304
Closed -$9.13K – 5727
2025
Q2 		$9.13K Buy
+304
New +$8.82K ﹤0.01% 5955

Other funds holding HEQT

WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial's HEQT Position: Q3 2025 in Review

Raymond James Financial sold out of Simplify Hedged Equity ETF (HEQT) in Q3 2025, closing a stake of 304 shares — an estimated $9.13K sold.

Raymond James Financial first reported a position in HEQT in Q2 2025 and held it in 1 quarter. The position peaked at $9.13K in Q2 2025. 73 funds tracked by Wall St. Rank hold HEQT as of Q3 2025.

  • Raymond James Financial reported no remaining Simplify Hedged Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 304 Simplify Hedged Equity ETF shares in Q3 2025, an estimated $9.13K.
  • Raymond James Financial first reported a position in Simplify Hedged Equity ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Simplify Hedged Equity ETF position peaked at $9.13K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.