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

Sound Income Strategies’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
-286
Closed -$8.97K – 1286
2026
Q1 		$8.97K Buy
+286
New +$9.2K ﹤0.01% 1559

Other funds holding HEQT

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
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Sound Income Strategies's HEQT Position: Q2 2026 in Review

Sound Income Strategies sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2026, closing a stake of 286 shares — an estimated $8.97K sold.

Sound Income Strategies first reported a position in HEQT in Q1 2026 and held it in 1 quarter. The position peaked at $8.97K in Q1 2026. 34 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Sound Income Strategies reported no remaining Simplify Hedged Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 286 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $8.97K.
  • Sound Income Strategies first reported a position in Simplify Hedged Equity ETF in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's Simplify Hedged Equity ETF position peaked at $8.97K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.