Sowell Financial Services
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Sowell Financial Services’s Simplify Hedged Equity ETF HEQT Stock Holding History

Sowell Financial Services’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
Q3 		$3.25M Buy
94,780
+203
+0.2% +$6.92K 0.1% 204
2026
Q2 		$3.17M Sell
94,577
-11,773
-11% -$388K 0.1% 206
2026
Q1 		$3.35M Buy
106,350
+16,181
+18% +$520K 0.12% 180
2025
Q4 		$2.89M Buy
90,169
+2,038
+2% +$64.6K 0.11% 200
2025
Q3 		$2.75M Buy
+88,131
New +$2.7M 0.11% 204

Other funds holding HEQT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Harmony Asset Management
Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Sowell Financial Services's HEQT Position: Q3 2026 in Review

Sowell Financial Services increased its Simplify Hedged Equity ETF (HEQT) stake by 0.21% in Q3 2026, buying an estimated $6.92K and bringing the position to 94,780 shares worth $3.25M. The position accounts for 0.1% of the portfolio, ranked #204.

Sowell Financial Services first reported a position in HEQT in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.35M in Q1 2026. 54 funds tracked by Wall St. Rank hold HEQT as of Q3 2026.

  • Sowell Financial Services held 94,780 shares of Simplify Hedged Equity ETF worth $3.25M as of Q3 2026.
  • Sowell Financial Services bought 203 Simplify Hedged Equity ETF shares in Q3 2026, an estimated $6.92K.
  • Simplify Hedged Equity ETF made up 0.1% of Sowell Financial Services's portfolio in Q3 2026, its #204 holding.
  • Sowell Financial Services first reported a position in Simplify Hedged Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • Sowell Financial Services's Simplify Hedged Equity ETF position peaked at $3.35M in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.