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 Q2	$1.15M	Sell	34,160 -3,150	-8%	-$104K	0.01%	645
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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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 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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stephens Inc's HEQT Position: Q2 2026 in Review

Stephens Inc reduced its Simplify Hedged Equity ETF (HEQT) stake by 8.4% in Q2 2026, selling an estimated $104K and leaving 34,160 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #645.

Stephens Inc first reported a position in HEQT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.37M in Q3 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

Stephens Inc held 34,160 shares of Simplify Hedged Equity ETF worth $1.15M as of Q2 2026.
Stephens Inc sold 3,150 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $104K.
Simplify Hedged Equity ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #645 holding.
Stephens Inc first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 7 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 Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.