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WealthPLAN Partners’s Simplify Hedged Equity ETF HEQT Stock Holding History

WealthPLAN 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
2026
Q3 		$3.6M Sell
105,040
-45,287
-30% -$1.54M 0.66% 41
2026
Q2 		$5.04M Sell
150,327
-76,842
-34% -$2.53M 0.96% 27
2026
Q1 		$7.16M Sell
227,169
-77,685
-25% -$2.5M 1.38% 14
2025
Q4 		$9.8M Sell
304,854
-19,704
-6% -$624K 1.46% 12
2025
Q3 		$10.1M Buy
324,558
+6,000
+2% +$184K 1.52% 13
2025
Q2 		$9.6M Sell
318,558
-216,291
-40% -$6.28M 1.54% 13
2025
Q1 		$15.3M Buy
534,849
+436
+0.1% +$12.9K 2.15% 7
2024
Q4 		$15.8M Sell
534,413
-29,920
-5% -$883K 2.23% 7
2024
Q3 		$16.3M Buy
564,333
+18,748
+3% +$525K 2.19% 7
2024
Q2 		$15.1M Buy
545,585
+3,652
+0.7% +$98K 1.62% 12
2024
Q1 		$14.4M Sell
541,933
-5,365
-1% -$139K 1.49% 13
2023
Q4 		$13.8M Sell
547,298
-2,108
-0.4% -$52.5K 1.42% 12
2023
Q3 		$13.4M Buy
549,406
+151,536
+38% +$3.78M 1.56% 9
2023
Q2 		$9.9M Sell
397,870
-174,757
-31% -$4.23M 1.4% 13
2023
Q1 		$13.5M Sell
572,627
-389,911
-41% -$9.06M 1.54% 9
2022
Q4 		$22.8M Buy
+962,538
New +$22.4M 1.6% 10

Other funds holding HEQT

WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
HAM
Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

WealthPLAN Partners's HEQT Position: Q3 2026 in Review

WealthPLAN Partners reduced its Simplify Hedged Equity ETF (HEQT) stake by 30% in Q3 2026, selling an estimated $1.54M and leaving 105,040 shares worth $3.6M. The position accounts for 0.66% of the portfolio, ranked #41.

WealthPLAN Partners first reported a position in HEQT in Q4 2022 and has held it in 16 quarters since. The position peaked at $22.8M in Q4 2022. 15 funds tracked by Wall St. Rank hold HEQT as of Q3 2026.

  • WealthPLAN Partners held 105,040 shares of Simplify Hedged Equity ETF worth $3.6M as of Q3 2026.
  • WealthPLAN Partners sold 45,287 Simplify Hedged Equity ETF shares in Q3 2026, an estimated $1.54M.
  • Simplify Hedged Equity ETF made up 0.66% of WealthPLAN Partners's portfolio in Q3 2026, its #41 holding.
  • WealthPLAN Partners first reported a position in Simplify Hedged Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • WealthPLAN Partners's Simplify Hedged Equity ETF position peaked at $22.8M in Q4 2022.
  • 15 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.