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 Q2	$3.55M	Sell	105,932 -1,619	-2%	-$53.4K	0.37%	43
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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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 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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Victory Financial Group's HEQT Position: Q2 2026 in Review

Victory Financial Group reduced its Simplify Hedged Equity ETF (HEQT) stake by 1.5% in Q2 2026, selling an estimated $53.4K and leaving 105,932 shares worth $3.55M. The position accounts for 0.37% of the portfolio, ranked #43.

Victory Financial Group first reported a position in HEQT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.65M in Q3 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

Victory Financial Group held 105,932 shares of Simplify Hedged Equity ETF worth $3.55M as of Q2 2026.
Victory Financial Group sold 1,619 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $53.4K.
Simplify Hedged Equity ETF made up 0.37% of Victory Financial Group's portfolio in Q2 2026, its #43 holding.
Victory Financial Group first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 7 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 Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.