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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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Sowell Financial Services's HEQT Position: Q1 2026 in Review

Sowell Financial Services increased its Simplify Hedged Equity ETF (HEQT) stake by 18% in Q1 2026, buying an estimated $520K and bringing the position to 106,350 shares worth $3.35M. The position accounts for 0.12% of the portfolio, ranked #180.

Sowell Financial Services first reported a position in HEQT in Q3 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Sowell Financial Services held 106,350 shares of Simplify Hedged Equity ETF worth $3.35M as of Q1 2026.
  • Sowell Financial Services bought 16,181 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $520K.
  • Simplify Hedged Equity ETF made up 0.12% of Sowell Financial Services's portfolio in Q1 2026, its #180 holding.
  • Sowell Financial Services first reported a position in Simplify Hedged Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.