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WealthPlan Investment Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

WealthPlan Investment Management’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 		$10.1M Sell
300,206
-71,710
-19% -$2.36M 0.5% 53
2026
Q1 		$11.7M Sell
371,916
-186,477
-33% -$6M 0.65% 41
2025
Q4 		$17.9M Sell
558,393
-95,534
-15% -$3.03M 1.14% 17
2025
Q3 		$20.4M Sell
653,927
-4,603
-0.7% -$141K 1.35% 13
2025
Q2 		$19.8M Buy
658,530
+195,820
+42% +$5.68M 1.44% 13
2025
Q1 		$13.2M Sell
462,710
-137,207
-23% -$4.06M 1.3% 17
2024
Q4 		$17.7M Buy
599,917
+236,306
+65% +$6.98M 1.75% 8
2024
Q3 		$10.5M Buy
363,611
+4,049
+1% +$113K 1.06% 31
2024
Q2 		$9.95M Sell
359,562
-4,487
-1% -$120K 1.51% 16
2024
Q1 		$9.64M Buy
364,049
+8,914
+3% +$231K 1.47% 24
2023
Q4 		$8.97M Buy
355,135
+3,842
+1% +$95.7K 1.44% 22
2023
Q3 		$8.56M Buy
351,293
+97,917
+39% +$2.44M 1.51% 22
2023
Q2 		$6.29M Sell
253,376
-112,447
-31% -$2.72M 1.87% 6
2023
Q1 		$8.64M Sell
365,823
-596,506
-62% -$13.9M 1.49% 24
2022
Q4 		$22.7M Buy
962,329
+835
+0.1% +$19.5K 1.59% 9
2022
Q3 		$22.7M Buy
+961,494
New +$22.7M 1.65% 8

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
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 $104B AUM 28.3% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

WealthPlan Investment Management's HEQT Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Simplify Hedged Equity ETF (HEQT) stake by 19% in Q2 2026, selling an estimated $2.36M and leaving 300,206 shares worth $10.1M. The position accounts for 0.5% of the portfolio, ranked #53.

WealthPlan Investment Management first reported a position in HEQT in Q3 2022 and has held it in 16 quarters since. The position peaked at $22.7M in Q4 2022. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • WealthPlan Investment Management held 300,206 shares of Simplify Hedged Equity ETF worth $10.1M as of Q2 2026.
  • WealthPlan Investment Management sold 71,710 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $2.36M.
  • Simplify Hedged Equity ETF made up 0.5% of WealthPlan Investment Management's portfolio in Q2 2026, its #53 holding.
  • WealthPlan Investment Management first reported a position in Simplify Hedged Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Simplify Hedged Equity ETF position peaked at $22.7M in Q4 2022.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.