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Altiora Financial Group’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Altiora Financial Group’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
2024
Q4 		– Sell
-22,183
Closed -$912K – 97
2024
Q3 		$912K Buy
+22,183
New +$963K 0.2% 50

Other funds holding PFIX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Altiora Financial Group's PFIX Position: Q4 2024 in Review

Altiora Financial Group sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q4 2024, closing a stake of 22,183 shares — an estimated $912K sold.

Altiora Financial Group first reported a position in PFIX in Q3 2024 and held it in 1 quarter. The position peaked at $912K in Q3 2024. 48 funds tracked by Wall St. Rank hold PFIX as of Q4 2024.

  • Altiora Financial Group reported no remaining Simplify Interest Rate Hedge ETF position as of Q4 2024 after selling out during the quarter.
  • Altiora Financial Group sold 22,183 Simplify Interest Rate Hedge ETF shares in Q4 2024, an estimated $912K.
  • Altiora Financial Group first reported a position in Simplify Interest Rate Hedge ETF in Q3 2024 and held it in 1 quarter.
  • Altiora Financial Group's Simplify Interest Rate Hedge ETF position peaked at $912K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2024.

Based on Altiora Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.