Advisory Services Network’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Advisory Services Network’s Portfolio PFIX Stock Details PFIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.88K	Buy	+127	New	+$5.8K	﹤0.01%	3778
2025 Q4	–	Sell	-154	Closed	-$7.42K	–	3570
2025 Q3	$7.42K	Buy	+154	New	+$8.29K	﹤0.01%	3396
2024 Q1	–	Sell	-13,148	Closed	-$526K	–	3034
2023 Q4	$526K	Buy	+13,148	New	+$1.18M	0.01%	883
2023 Q2	–	Sell	-149,265	Closed	-$9.1M	–	3023
2023 Q1	$9.1M	Buy	149,265 +17,765	+14%	+$1.12M	0.25%	77
2022 Q4	$9.42M	Buy	131,500 +109	+0.1%	+$7.65K	0.29%	71
2022 Q3	$8.96M	Sell	131,391 -4,764	-3%	-$270K	0.32%	64
2022 Q2	$7.69M	Buy	136,155 +103,093	+312%	+$5.88M	0.26%	87
2022 Q1	$1.65M	Buy	+33,062	New	+$1.43M	0.05%	457

Other funds holding PFIX

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DHC

Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Advisory Services Network's PFIX Position: Q1 2026 in Review

Advisory Services Network opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q1 2026: 127 shares worth $5.88K. The stake represents ﹤0.01% of the portfolio and ranks #3778 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in PFIX as recently as Q3 2025.

Advisory Services Network first reported a position in PFIX in Q1 2022 and has held it in 8 quarters since. The position peaked at $9.42M in Q4 2022. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

Advisory Services Network held 127 shares of Simplify Interest Rate Hedge ETF worth $5.88K as of Q1 2026.
Simplify Interest Rate Hedge ETF was a new Advisory Services Network position in Q1 2026.
Simplify Interest Rate Hedge ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3778 holding.
Advisory Services Network first reported a position in Simplify Interest Rate Hedge ETF in Q1 2022 and has held it in 8 quarters since.
Advisory Services Network's Simplify Interest Rate Hedge ETF position peaked at $9.42M in Q4 2022.
63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.