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Sound Financial Strategies Group’s Simplify Hedged Equity ETF HEQT Stock Holding History

Sound Financial Strategies Group’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 		$3.38M Hold
100,735
– – 2.15% 13
2026
Q1 		$3.17M Hold
100,735
– – 2.17% 12
2025
Q4 		$3.23M Buy
100,735
+20,200
+25% +$640K 2.28% 9
2025
Q3 		$2.52M Buy
+80,535
New +$2.47M 1.84% 14

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

Sound Financial Strategies Group's HEQT Position: Q2 2026 in Review

Sound Financial Strategies Group held its Simplify Hedged Equity ETF (HEQT) position steady in Q2 2026 at 100,735 shares worth $3.38M. The position accounts for 2.15% of the portfolio, ranked #13.

Sound Financial Strategies Group first reported a position in HEQT in Q3 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Sound Financial Strategies Group held 100,735 shares of Simplify Hedged Equity ETF worth $3.38M as of Q2 2026.
  • Sound Financial Strategies Group left its Simplify Hedged Equity ETF share count unchanged in Q2 2026.
  • Simplify Hedged Equity ETF made up 2.15% of Sound Financial Strategies Group's portfolio in Q2 2026, its #13 holding.
  • Sound Financial Strategies Group first reported a position in Simplify Hedged Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.