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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
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

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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Western Wealth Management's HEQT Position: Q1 2026 in Review

Western Wealth Management reduced its Simplify Hedged Equity ETF (HEQT) stake by 1.5% in Q1 2026, selling an estimated $6.21K and leaving 12,599 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #700.

Western Wealth Management first reported a position in HEQT in Q1 2025 and has held it in 5 quarters since. The position peaked at $410K in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Western Wealth Management held 12,599 shares of Simplify Hedged Equity ETF worth $397K as of Q1 2026.
  • Western Wealth Management sold 193 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $6.21K.
  • Simplify Hedged Equity ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #700 holding.
  • Western Wealth Management first reported a position in Simplify Hedged Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Western Wealth Management's Simplify Hedged Equity ETF position peaked at $410K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.