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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
Q1 		$7.16M Sell
227,169
-77,685
-25% -$2.5M 1.38% 14
2025
Q4 		$9.77M 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 		$9.57M 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 		$9.87M 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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $102M AUM

WealthPLAN Partners's HEQT Position: Q1 2026 in Review

WealthPLAN Partners reduced its Simplify Hedged Equity ETF (HEQT) stake by 25% in Q1 2026, selling an estimated $2.5M and leaving 227,169 shares worth $7.16M. The position accounts for 1.38% of the portfolio, ranked #14.

WealthPLAN Partners first reported a position in HEQT in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.8M in Q4 2022. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • WealthPLAN Partners held 227,169 shares of Simplify Hedged Equity ETF worth $7.16M as of Q1 2026.
  • WealthPLAN Partners sold 77,685 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $2.5M.
  • Simplify Hedged Equity ETF made up 1.38% of WealthPLAN Partners's portfolio in Q1 2026, its #14 holding.
  • WealthPLAN Partners first reported a position in Simplify Hedged Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • WealthPLAN Partners's Simplify Hedged Equity ETF position peaked at $22.8M in Q4 2022.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.