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Stratos Investment Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Stratos Investment Management’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 		– Sell
-8,221
Closed -$264K – 375
2025
Q4 		$264K Sell
8,221
-3,422
-29% -$108K 0.01% 312
2025
Q3 		$364K Sell
11,643
-279,335
-96% -$8.56M 0.02% 277
2025
Q2 		$8.74M Buy
290,978
+93,830
+48% +$2.72M 0.4% 56
2025
Q1 		$5.63M Buy
+197,148
New +$5.84M 0.3% 70

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

Stratos Investment Management's HEQT Position: Q1 2026 in Review

Stratos Investment Management sold out of Simplify Hedged Equity ETF (HEQT) in Q1 2026, closing a stake of 8,221 shares — an estimated $264K sold.

Stratos Investment Management first reported a position in HEQT in Q1 2025 and held it in 4 quarters. The position peaked at $8.74M in Q2 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Stratos Investment Management reported no remaining Simplify Hedged Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Stratos Investment Management sold 8,221 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $264K.
  • Stratos Investment Management first reported a position in Simplify Hedged Equity ETF in Q1 2025 and held it in 4 quarters.
  • Stratos Investment Management's Simplify Hedged Equity ETF position peaked at $8.74M in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.