Wolverine Trading
HEQT icon

Wolverine Trading’s Simplify Hedged Equity ETF HEQT Stock Holding History

Wolverine Trading’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
Q3 		– Sell
-8,415
Closed -$252K – 5834
2025
Q2 		$252K Buy
+8,415
New +$244K ﹤0.01% 3662
2024
Q3 		– Sell
-9,046
Closed -$250K – 5025
2024
Q2 		$250K Buy
+9,046
New +$243K ﹤0.01% 3594
2024
Q1 		– Sell
-10,759
Closed -$272K – 4791
2023
Q4 		$272K Buy
+10,759
New +$268K ﹤0.01% 3562
2023
Q3 		– Sell
-12,221
Closed -$302K – 4741
2023
Q2 		$302K Sell
12,221
-7,047
-37% -$170K ﹤0.01% 3078
2023
Q1 		$452K Buy
+19,268
New +$448K ﹤0.01% 2606
2022
Q3 		– Sell
-9,935
Closed -$229K – 4882
2022
Q2 		$229K Sell
9,935
-1,643
-14% -$38.6K ﹤0.01% 3388
2022
Q1 		$285K Sell
11,578
-3,570
-24% -$87.5K ﹤0.01% 3958
2021
Q4 		$388K Buy
+15,148
New +$383K ﹤0.01% 3792

Other funds holding HEQT

WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wolverine Trading's HEQT Position: Q3 2025 in Review

Wolverine Trading sold out of Simplify Hedged Equity ETF (HEQT) in Q3 2025, closing a stake of 8,415 shares — an estimated $252K sold.

Wolverine Trading first reported a position in HEQT in Q4 2021 and held it in 8 quarters. The position peaked at $452K in Q1 2023. 73 funds tracked by Wall St. Rank hold HEQT as of Q3 2025.

  • Wolverine Trading reported no remaining Simplify Hedged Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Wolverine Trading sold 8,415 Simplify Hedged Equity ETF shares in Q3 2025, an estimated $252K.
  • Wolverine Trading first reported a position in Simplify Hedged Equity ETF in Q4 2021 and held it in 8 quarters.
  • Wolverine Trading's Simplify Hedged Equity ETF position peaked at $452K in Q1 2023.
  • 73 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2025.

Based on Wolverine Trading's 13F filing for Q3 2025, filed 14 Nov 2025.