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Wick Capital Partners’s Simplify Hedged Equity ETF HEQT Stock Holding History

Wick Capital 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
2023
Q3 		– Sell
-13,990
Closed -$347K – 69
2023
Q2 		$347K Buy
+13,990
New +$338K 0.21% 39
2022
Q3 		– Sell
-9,160
Closed -$211K – 54
2022
Q2 		$211K Buy
+9,160
New +$215K 0.15% 48

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AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Wick Capital Partners's HEQT Position: Q3 2023 in Review

Wick Capital Partners sold out of Simplify Hedged Equity ETF (HEQT) in Q3 2023, closing a stake of 13,990 shares — an estimated $347K sold.

Wick Capital Partners first reported a position in HEQT in Q2 2022 and held it in 2 quarters. The position peaked at $347K in Q2 2023. 32 funds tracked by Wall St. Rank hold HEQT as of Q3 2023.

  • Wick Capital Partners reported no remaining Simplify Hedged Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Wick Capital Partners sold 13,990 Simplify Hedged Equity ETF shares in Q3 2023, an estimated $347K.
  • Wick Capital Partners first reported a position in Simplify Hedged Equity ETF in Q2 2022 and held it in 2 quarters.
  • Wick Capital Partners's Simplify Hedged Equity ETF position peaked at $347K in Q2 2023.
  • 32 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2023.

Based on Wick Capital Partners's 13F filing for Q3 2023, filed 14 Nov 2023.