AE Wealth Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

AE Wealth Management’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 Q2	$203K	Buy	4,675 +4,660	+31,067%	+$215K	﹤0.01%	1720
2026 Q1	$702	Sell	15 -9	-38%	-$411	﹤0.01%	2530
2025 Q4	$1.14K	Hold	24	–	–	﹤0.01%	2377
2025 Q3	$1.17K	Sell	24 -4	-14%	-$215	﹤0.01%	2205
2025 Q2	$1.47K	Sell	28 -6	-18%	-$336	﹤0.01%	2059
2025 Q1	$1.63K	Sell	34 -10	-23%	-$509	﹤0.01%	2047
2024 Q4	$2.31K	Buy	+44	New	+$2.1K	﹤0.01%	1988
2024 Q1	–	Sell	-76,974	Closed	-$3.66M	–	1751
2023 Q4	$3.66M	Buy	+76,974	New	+$6.93M	0.02%	693
2022 Q4	–	Sell	-22,324	Closed	-$1.52M	–	1889
2022 Q3	$1.52M	Buy	+22,324	New	+$1.27M	0.01%	791

Other funds holding PFIX

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

DHC

Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TTA

Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

AE Wealth Management's PFIX Position: Q2 2026 in Review

AE Wealth Management increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 31,067% in Q2 2026, buying an estimated $215K and bringing the position to 4,675 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

AE Wealth Management first reported a position in PFIX in Q3 2022 and has held it in 9 quarters since. The position peaked at $3.66M in Q4 2023. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

AE Wealth Management held 4,675 shares of Simplify Interest Rate Hedge ETF worth $203K as of Q2 2026.
AE Wealth Management bought 4,660 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $215K.
Simplify Interest Rate Hedge ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1720 holding.
AE Wealth Management first reported a position in Simplify Interest Rate Hedge ETF in Q3 2022 and has held it in 9 quarters since.
AE Wealth Management's Simplify Interest Rate Hedge ETF position peaked at $3.66M in Q4 2023.
56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.