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Wealthcare Advisory Partners’s Simplify Hedged Equity ETF HEQT Stock Holding History

Wealthcare Advisory 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
2024
Q4 		– Sell
-7,103
Closed -$205K – 907
2024
Q3 		$205K Buy
+7,103
New +$199K 0.01% 831

Other funds holding HEQT

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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
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthcare Advisory Partners's HEQT Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of Simplify Hedged Equity ETF (HEQT) in Q4 2024, closing a stake of 7,103 shares — an estimated $205K sold.

Wealthcare Advisory Partners first reported a position in HEQT in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 46 funds tracked by Wall St. Rank hold HEQT as of Q4 2024.

  • Wealthcare Advisory Partners reported no remaining Simplify Hedged Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 7,103 Simplify Hedged Equity ETF shares in Q4 2024, an estimated $205K.
  • Wealthcare Advisory Partners first reported a position in Simplify Hedged Equity ETF in Q3 2024 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Simplify Hedged Equity ETF position peaked at $205K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.