UBS Group
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UBS Group’s Simplify Hedged Equity ETF HEQT Stock Holding History

UBS Group’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 		$3.17M Sell
100,697
-12,027
-11% -$387K ﹤0.01% 4537
2025
Q4 		$3.61M Sell
112,724
-92,680
-45% -$2.94M ﹤0.01% 4351
2025
Q3 		$6.42M Sell
205,404
-50,116
-20% -$1.54M ﹤0.01% 3781
2025
Q2 		$7.68M Buy
255,520
+59,882
+31% +$1.74M ﹤0.01% 3395
2025
Q1 		$5.59M Sell
195,638
-43,368
-18% -$1.28M ﹤0.01% 3677
2024
Q4 		$7.05M Buy
239,006
+94,644
+66% +$2.79M ﹤0.01% 3456
2024
Q3 		$4.17M Buy
144,362
+133,882
+1,278% +$3.75M ﹤0.01% 3261
2024
Q2 		$290K Sell
10,480
-23,119
-69% -$620K ﹤0.01% 5409
2024
Q1 		$890K Buy
+33,599
New +$869K ﹤0.01% 4694
2023
Q4 		– Sell
-839
Closed -$20.4K – 9549
2023
Q3 		$20.4K Buy
+839
New +$20.9K ﹤0.01% 6792
2023
Q2 		– Sell
-3,913
Closed -$92.5K – 9197
2023
Q1 		$92.5K Buy
+3,913
New +$91K ﹤0.01% 5964
2022
Q2 		– Sell
-2,508
Closed -$62K – 10570
2022
Q1 		$62K Buy
+2,508
New +$61.5K ﹤0.01% 6278

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

UBS Group's HEQT Position: Q1 2026 in Review

UBS Group reduced its Simplify Hedged Equity ETF (HEQT) stake by 11% in Q1 2026, selling an estimated $387K and leaving 100,697 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #4537.

UBS Group first reported a position in HEQT in Q1 2022 and has held it in 12 quarters since. The position peaked at $7.68M in Q2 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • UBS Group held 100,697 shares of Simplify Hedged Equity ETF worth $3.17M as of Q1 2026.
  • UBS Group sold 12,027 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $387K.
  • Simplify Hedged Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4537 holding.
  • UBS Group first reported a position in Simplify Hedged Equity ETF in Q1 2022 and has held it in 12 quarters since.
  • UBS Group's Simplify Hedged Equity ETF position peaked at $7.68M in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.