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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
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

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

Sowell Financial Services's HEQT Position: Q2 2026 in Review

Sowell Financial Services reduced its Simplify Hedged Equity ETF (HEQT) stake by 11% in Q2 2026, selling an estimated $388K and leaving 94,577 shares worth $3.17M. The position accounts for 0.1% of the portfolio, ranked #206.

Sowell Financial Services first reported a position in HEQT in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.35M in Q1 2026. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Sowell Financial Services held 94,577 shares of Simplify Hedged Equity ETF worth $3.17M as of Q2 2026.
  • Sowell Financial Services sold 11,773 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $388K.
  • Simplify Hedged Equity ETF made up 0.1% of Sowell Financial Services's portfolio in Q2 2026, its #206 holding.
  • Sowell Financial Services first reported a position in Simplify Hedged Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Sowell Financial Services's Simplify Hedged Equity ETF position peaked at $3.35M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.