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TD Waterhouse Canada’s Simplify Hedged Equity ETF HEQT Stock Holding History

TD Waterhouse Canada’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
2025
Q1 		– Sell
-17,614
Closed -$518K – 1999
2024
Q4 		$518K Buy
+17,614
New +$520K ﹤0.01% 613

Other funds holding HEQT

ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TD Waterhouse Canada's HEQT Position: Q1 2025 in Review

TD Waterhouse Canada sold out of Simplify Hedged Equity ETF (HEQT) in Q1 2025, closing a stake of 17,614 shares — an estimated $518K sold.

TD Waterhouse Canada first reported a position in HEQT in Q4 2024 and held it in 1 quarter. The position peaked at $518K in Q4 2024. 68 funds tracked by Wall St. Rank hold HEQT as of Q1 2025.

  • TD Waterhouse Canada reported no remaining Simplify Hedged Equity ETF position as of Q1 2025 after selling out during the quarter.
  • TD Waterhouse Canada sold 17,614 Simplify Hedged Equity ETF shares in Q1 2025, an estimated $518K.
  • TD Waterhouse Canada first reported a position in Simplify Hedged Equity ETF in Q4 2024 and held it in 1 quarter.
  • TD Waterhouse Canada's Simplify Hedged Equity ETF position peaked at $518K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2025.

Based on TD Waterhouse Canada's 13F filing for Q1 2025, filed 9 May 2025.