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Reyes Financial Architecture’s Simplify Hedged Equity ETF HEQT Stock Holding History

Reyes Financial Architecture’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 		$96.3K Buy
2,872
+9
+0.3% +$297 0.05% 118
2026
Q1 		$90.2K Buy
2,863
+9
+0.3% +$289 0.07% 118
2025
Q4 		$91.5K Buy
2,854
+9
+0.3% +$285 0.06% 122
2025
Q3 		$88.9K Sell
2,845
-22,076
-89% -$677K 0.06% 135
2025
Q2 		$749K Buy
24,921
+13,773
+124% +$400K 0.65% 24
2025
Q1 		$319K Sell
11,148
-701
-6% -$20.8K 0.23% 52
2024
Q4 		$349K Buy
+11,849
New +$350K 0.27% 48

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
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
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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Reyes Financial Architecture's HEQT Position: Q2 2026 in Review

Reyes Financial Architecture increased its Simplify Hedged Equity ETF (HEQT) stake by 0.31% in Q2 2026, buying an estimated $297 and bringing the position to 2,872 shares worth $96.3K. The position accounts for 0.05% of the portfolio, ranked #118.

Reyes Financial Architecture first reported a position in HEQT in Q4 2024 and has held it in 7 quarters since. The position peaked at $749K in Q2 2025. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Reyes Financial Architecture held 2,872 shares of Simplify Hedged Equity ETF worth $96.3K as of Q2 2026.
  • Reyes Financial Architecture bought 9 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $297.
  • Simplify Hedged Equity ETF made up 0.05% of Reyes Financial Architecture's portfolio in Q2 2026, its #118 holding.
  • Reyes Financial Architecture first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Reyes Financial Architecture's Simplify Hedged Equity ETF position peaked at $749K in Q2 2025.
  • 86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.