Royal Bank of Canada
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Royal Bank of Canada’s Simplify Hedged Equity ETF HEQT Stock Holding History

Royal Bank of Canada’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 		$342K Buy
10,850
+2,725
+34% +$87.6K ﹤0.01% 4388
2025
Q4 		$261K Buy
8,125
+2,434
+43% +$77.1K ﹤0.01% 4604
2025
Q3 		$178K Buy
5,691
+2,333
+69% +$71.5K ﹤0.01% 5153
2025
Q2 		$101K Buy
+3,358
New +$97.5K ﹤0.01% 5603
2024
Q3 		– Sell
-197
Closed -$5K – 7084
2024
Q2 		$5K Hold
197
– – ﹤0.01% 6537
2024
Q1 		$5K Buy
+197
New +$5.1K ﹤0.01% 6440
2022
Q4 		– Sell
-351
Closed -$8K – 7422
2022
Q3 		$8K Buy
+351
New +$8.28K ﹤0.01% 6533

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 $21.8B AUM 28.57% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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 $807M AUM 19.58% 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 $2.08B AUM 38.95% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Royal Bank of Canada's HEQT Position: Q1 2026 in Review

Royal Bank of Canada increased its Simplify Hedged Equity ETF (HEQT) stake by 34% in Q1 2026, buying an estimated $87.6K and bringing the position to 10,850 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #4388.

Royal Bank of Canada first reported a position in HEQT in Q3 2022 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Royal Bank of Canada held 10,850 shares of Simplify Hedged Equity ETF worth $342K as of Q1 2026.
  • Royal Bank of Canada bought 2,725 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $87.6K.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #4388 holding.
  • Royal Bank of Canada first reported a position in Simplify Hedged Equity ETF in Q3 2022 and has held it in 7 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.