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Western Wealth Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Western Wealth 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 		$692K Buy
20,619
+8,020
+64% +$264K 0.02% 584
2026
Q1 		$397K Sell
12,599
-193
-2% -$6.21K 0.02% 700
2025
Q4 		$410K Sell
12,792
-34
-0.3% -$1.08K 0.02% 571
2025
Q3 		$401K Buy
12,826
+719
+6% +$22K 0.02% 503
2025
Q2 		$364K Buy
12,107
+1,194
+11% +$34.7K 0.02% 508
2025
Q1 		$312K Buy
+10,913
New +$323K 0.02% 523

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 $104B AUM 28.3% 1-Year Est. Return

Western Wealth Management's HEQT Position: Q2 2026 in Review

Western Wealth Management increased its Simplify Hedged Equity ETF (HEQT) stake by 64% in Q2 2026, buying an estimated $264K and bringing the position to 20,619 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #584.

Western Wealth Management first reported a position in HEQT in Q1 2025 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Western Wealth Management held 20,619 shares of Simplify Hedged Equity ETF worth $692K as of Q2 2026.
  • Western Wealth Management bought 8,020 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $264K.
  • Simplify Hedged Equity ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #584 holding.
  • Western Wealth Management first reported a position in Simplify Hedged Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.