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Steward Partners Investment Advisory’s Simplify Hedged Equity ETF HEQT Stock Holding History

Steward Partners Investment Advisory’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 		$2.83M Sell
89,952
-8,670
-9% -$279K 0.01% 721
2025
Q4 		$3.16M Sell
98,622
-32,427
-25% -$1.03M 0.02% 620
2025
Q3 		$4.09M Sell
131,049
-64,608
-33% -$1.98M 0.02% 528
2025
Q2 		$5.88M Buy
195,657
+10,301
+6% +$299K 0.05% 381
2025
Q1 		$5.3M Buy
185,356
+6,335
+4% +$188K 0.05% 383
2024
Q4 		$5.28M Buy
179,021
+3,142
+2% +$92.8K 0.05% 363
2024
Q3 		$5.08M Buy
175,879
+1,211
+0.7% +$33.9K 0.05% 357
2024
Q2 		$4.83M Buy
174,668
+47,808
+38% +$1.28M 0.05% 345
2024
Q1 		$3.36M Buy
126,860
+4,935
+4% +$128K 0.04% 426
2023
Q4 		$3.08M Buy
121,925
+23,579
+24% +$587K 0.04% 391
2023
Q3 		$2.4M Buy
98,346
+17,811
+22% +$444K 0.04% 423
2023
Q2 		$2M Buy
80,535
+22,358
+38% +$541K 0.03% 479
2023
Q1 		$1.37M Buy
58,177
+14,968
+35% +$348K 0.02% 578
2022
Q4 		$975K Buy
43,209
+35,816
+484% +$835K 0.02% 669
2022
Q3 		$168K Buy
+7,393
New +$174K ﹤0.01% 1267

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 $21.8B AUM 28.57% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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 $807M AUM 19.58% 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 $2.08B AUM 38.95% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Steward Partners Investment Advisory's HEQT Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Simplify Hedged Equity ETF (HEQT) stake by 8.8% in Q1 2026, selling an estimated $279K and leaving 89,952 shares worth $2.83M. The position accounts for 0.01% of the portfolio, ranked #721.

Steward Partners Investment Advisory first reported a position in HEQT in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.88M in Q2 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Steward Partners Investment Advisory held 89,952 shares of Simplify Hedged Equity ETF worth $2.83M as of Q1 2026.
  • Steward Partners Investment Advisory sold 8,670 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $279K.
  • Simplify Hedged Equity ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #721 holding.
  • Steward Partners Investment Advisory first reported a position in Simplify Hedged Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • Steward Partners Investment Advisory's Simplify Hedged Equity ETF position peaked at $5.88M in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.