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Victory Financial Group’s Simplify Hedged Equity ETF HEQT Stock Holding History

Victory Financial 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 		$3.39M Sell
107,551
-598
-0.6% -$19.2K 0.42% 41
2025
Q4 		$3.47M Sell
108,149
-8,831
-8% -$280K 0.44% 41
2025
Q3 		$3.65M Buy
116,980
+1,704
+1% +$52.2K 0.5% 37
2025
Q2 		$3.46M Sell
115,276
-3,846
-3% -$112K 0.55% 35
2025
Q1 		$3.4M Buy
119,122
+106,154
+819% +$3.14M 0.65% 31
2024
Q4 		$382K Buy
+12,968
New +$383K 0.1% 94

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

Victory Financial Group's HEQT Position: Q1 2026 in Review

Victory Financial Group reduced its Simplify Hedged Equity ETF (HEQT) stake by 0.55% in Q1 2026, selling an estimated $19.2K and leaving 107,551 shares worth $3.39M. The position accounts for 0.42% of the portfolio, ranked #41.

Victory Financial Group first reported a position in HEQT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.65M in Q3 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Victory Financial Group held 107,551 shares of Simplify Hedged Equity ETF worth $3.39M as of Q1 2026.
  • Victory Financial Group sold 598 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $19.2K.
  • Simplify Hedged Equity ETF made up 0.42% of Victory Financial Group's portfolio in Q1 2026, its #41 holding.
  • Victory Financial Group first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Victory Financial Group's Simplify Hedged Equity ETF position peaked at $3.65M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.