AWM
PFIX icon

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
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

TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return