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Sunrise Financial Services’s Simplify Hedged Equity ETF HEQT Stock Holding History

Sunrise Financial Services’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 		$51.4K Sell
1,532
-213
-12% -$7.02K 0.03% 113
2026
Q1 		$55K Sell
1,745
-197
-10% -$6.33K 0.04% 109
2025
Q4 		$62.2K Buy
+1,942
New +$61.5K 0.05% 90

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
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
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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Sunrise Financial Services's HEQT Position: Q2 2026 in Review

Sunrise Financial Services reduced its Simplify Hedged Equity ETF (HEQT) stake by 12% in Q2 2026, selling an estimated $7.02K and leaving 1,532 shares worth $51.4K. The position accounts for 0.03% of the portfolio, ranked #113.

Sunrise Financial Services first reported a position in HEQT in Q4 2025 and has held it in 3 quarters since. The position peaked at $62.2K in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Sunrise Financial Services held 1,532 shares of Simplify Hedged Equity ETF worth $51.4K as of Q2 2026.
  • Sunrise Financial Services sold 213 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $7.02K.
  • Simplify Hedged Equity ETF made up 0.03% of Sunrise Financial Services's portfolio in Q2 2026, its #113 holding.
  • Sunrise Financial Services first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Simplify Hedged Equity ETF position peaked at $62.2K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.