Stratos Wealth Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

Stratos Wealth Advisors’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	$2.03M	Buy	64,512 +1,732	+3%	+$55.7K	0.12%	170
2025 Q4	$2.01M	Buy	62,780 +2,653	+4%	+$84.1K	0.1%	212
2025 Q3	$1.88M	Buy	60,127 +5,630	+10%	+$173K	0.09%	228
2025 Q2	$1.64M	Sell	54,497 -86,296	-61%	-$2.5M	0.09%	242
2025 Q1	$4.02M	Sell	140,793 -26,374	-16%	-$781K	0.22%	105
2024 Q4	$4.93M	Buy	167,167 +9,849	+6%	+$291K	0.24%	96
2024 Q3	$4.54M	Buy	157,318 +7,829	+5%	+$219K	0.21%	104
2024 Q2	$4.14M	Buy	149,489 +5,710	+4%	+$153K	0.2%	111
2024 Q1	$3.81M	Buy	143,779 +7,217	+5%	+$187K	0.23%	110
2023 Q4	$3.45M	Buy	136,562 +997	+0.7%	+$24.8K	0.2%	150
2023 Q3	$3.3M	Buy	135,565 +1,611	+1%	+$40.2K	0.22%	135
2023 Q2	$3.32M	Buy	+133,954	New	+$3.24M	0.24%	120

Other funds holding HEQT

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Stratos Wealth Advisors's HEQT Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Simplify Hedged Equity ETF (HEQT) stake by 2.8% in Q1 2026, buying an estimated $55.7K and bringing the position to 64,512 shares worth $2.03M. The position accounts for 0.12% of the portfolio, ranked #170.

Stratos Wealth Advisors first reported a position in HEQT in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.93M in Q4 2024. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

Stratos Wealth Advisors held 64,512 shares of Simplify Hedged Equity ETF worth $2.03M as of Q1 2026.
Stratos Wealth Advisors bought 1,732 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $55.7K.
Simplify Hedged Equity ETF made up 0.12% of Stratos Wealth Advisors's portfolio in Q1 2026, its #170 holding.
Stratos Wealth Advisors first reported a position in Simplify Hedged Equity ETF in Q2 2023 and has held it in 12 quarters since.
Stratos Wealth Advisors's Simplify Hedged Equity ETF position peaked at $4.93M in Q4 2024.
87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

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