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Security National Bank’s Simplify Hedged Equity ETF HEQT Stock Holding History

Security National Bank’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 		– Sell
-111
Closed -$3.5K – 419
2026
Q1 		$3.5K Buy
+111
New +$3.57K ﹤0.01% 361

Other funds holding HEQT

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
BRG
Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Security National Bank's HEQT Position: Q2 2026 in Review

Security National Bank sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2026, closing a stake of 111 shares — an estimated $3.5K sold.

Security National Bank first reported a position in HEQT in Q1 2026 and held it in 1 quarter. The position peaked at $3.5K in Q1 2026. 11 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Security National Bank reported no remaining Simplify Hedged Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Security National Bank sold 111 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $3.5K.
  • Security National Bank first reported a position in Simplify Hedged Equity ETF in Q1 2026 and held it in 1 quarter.
  • Security National Bank's Simplify Hedged Equity ETF position peaked at $3.5K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.