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Wise Wealth Partners’s Simplify Hedged Equity ETF HEQT Stock Holding History

Wise Wealth 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
2025
Q2 		– Sell
-75,376
Closed -$2.15M – 54
2025
Q1 		$2.15M Buy
+75,376
New +$2.23M 5.15% 6

Other funds holding HEQT

WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wise Wealth Partners's HEQT Position: Q2 2025 in Review

Wise Wealth Partners sold out of Simplify Hedged Equity ETF (HEQT) in Q2 2025, closing a stake of 75,376 shares — an estimated $2.15M sold.

Wise Wealth Partners first reported a position in HEQT in Q1 2025 and held it in 1 quarter. The position peaked at $2.15M in Q1 2025. 78 funds tracked by Wall St. Rank hold HEQT as of Q2 2025.

  • Wise Wealth Partners reported no remaining Simplify Hedged Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Wise Wealth Partners sold 75,376 Simplify Hedged Equity ETF shares in Q2 2025, an estimated $2.15M.
  • Wise Wealth Partners first reported a position in Simplify Hedged Equity ETF in Q1 2025 and held it in 1 quarter.
  • Wise Wealth Partners's Simplify Hedged Equity ETF position peaked at $2.15M in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2025.

Based on Wise Wealth Partners's 13F filing for Q2 2025, filed 23 Jul 2025.