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Regimen Wealth’s Simplify Hedged Equity ETF HEQT Stock Holding History

Regimen Wealth’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
2024
Q2 		– Sell
-10,266
Closed -$272K – 65
2024
Q1 		$272K Buy
+10,266
New +$266K 0.09% 52

Other funds holding HEQT

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 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
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Regimen Wealth's HEQT Position: Q2 2024 in Review

Regimen Wealth sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2024, closing a stake of 10,266 shares — an estimated $272K sold.

Regimen Wealth first reported a position in HEQT in Q1 2024 and held it in 1 quarter. The position peaked at $272K in Q1 2024. 42 funds tracked by Wall St. Rank hold HEQT as of Q2 2024.

  • Regimen Wealth reported no remaining Simplify Hedged Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Regimen Wealth sold 10,266 Simplify Hedged Equity ETF shares in Q2 2024, an estimated $272K.
  • Regimen Wealth first reported a position in Simplify Hedged Equity ETF in Q1 2024 and held it in 1 quarter.
  • Regimen Wealth's Simplify Hedged Equity ETF position peaked at $272K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2024.

Based on Regimen Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.