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TSG Advice Partners’s Simplify Hedged Equity ETF HEQT Stock Holding History

TSG Advice Partners’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 		$5.85M Buy
+185,666
New +$5.97M 0.88% 23

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 $445B AUM 25.58% 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 $13.1B AUM 28.37% 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 $65.2B AUM 31.44% 1-Year Est. Return

TSG Advice Partners's HEQT Position: Q1 2026 in Review

TSG Advice Partners opened a new position in Simplify Hedged Equity ETF (HEQT) in Q1 2026: 185,666 shares worth $5.85M. The stake represents 0.88% of the portfolio and ranks #23 among its holdings.

88 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • TSG Advice Partners held 185,666 shares of Simplify Hedged Equity ETF worth $5.85M as of Q1 2026.
  • Simplify Hedged Equity ETF was a new TSG Advice Partners position in Q1 2026.
  • Simplify Hedged Equity ETF made up 0.88% of TSG Advice Partners's portfolio in Q1 2026, its #23 holding.
  • 88 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.