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Stephens Inc’s Simplify Hedged Equity ETF HEQT Stock Holding History

Stephens Inc’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 		$1.18M Sell
37,310
-170,899
-82% -$5.49M 0.01% 599
2025
Q4 		$6.67M Sell
208,209
-59,835
-22% -$1.9M 0.08% 239
2025
Q3 		$8.37M Sell
268,044
-1,665
-0.6% -$51K 0.11% 198
2025
Q2 		$8.1M Buy
269,709
+177,825
+194% +$5.16M 0.11% 194
2025
Q1 		$2.63M Buy
91,884
+58,099
+172% +$1.72M 0.04% 392
2024
Q4 		$996K Buy
+33,785
New +$998K 0.01% 606

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

Stephens Inc's HEQT Position: Q1 2026 in Review

Stephens Inc reduced its Simplify Hedged Equity ETF (HEQT) stake by 82% in Q1 2026, selling an estimated $5.49M and leaving 37,310 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #599.

Stephens Inc first reported a position in HEQT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.37M in Q3 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Stephens Inc held 37,310 shares of Simplify Hedged Equity ETF worth $1.18M as of Q1 2026.
  • Stephens Inc sold 170,899 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $5.49M.
  • Simplify Hedged Equity ETF made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #599 holding.
  • Stephens Inc first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Stephens Inc's Simplify Hedged Equity ETF position peaked at $8.37M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.