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Vision Retirement’s Simplify Hedged Equity ETF HEQT Stock Holding History

Vision Retirement’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 		– Sell
-65
Closed -$2.05K – 656
2026
Q1 		$2.05K Buy
+65
New +$2.09K ﹤0.01% 556

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
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
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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Vision Retirement's HEQT Position: Q2 2026 in Review

Vision Retirement sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2026, closing a stake of 65 shares — an estimated $2.05K sold.

Vision Retirement first reported a position in HEQT in Q1 2026 and held it in 1 quarter. The position peaked at $2.05K in Q1 2026. 80 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Vision Retirement reported no remaining Simplify Hedged Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Vision Retirement sold 65 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $2.05K.
  • Vision Retirement first reported a position in Simplify Hedged Equity ETF in Q1 2026 and held it in 1 quarter.
  • Vision Retirement's Simplify Hedged Equity ETF position peaked at $2.05K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.