APA
PFIX icon

American Portfolios Advisors’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$204K Sell
2,990
-6,476
-68% -$368K 0.01% 1011
2022
Q2 		$535K Buy
9,466
+9,002
+1,940% +$513K 0.02% 629
2022
Q1 		$23.1K Buy
+464
New +$20.1K ﹤0.01% 2293

Other funds holding PFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

American Portfolios Advisors's PFIX Position: Q3 2022 in Review

American Portfolios Advisors reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 68% in Q3 2022, selling an estimated $368K and leaving 2,990 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #1011.

American Portfolios Advisors first reported a position in PFIX in Q1 2022 and has held it in 3 quarters since. The position peaked at $535K in Q2 2022. 58 funds tracked by Wall St. Rank hold PFIX as of Q3 2022.

  • American Portfolios Advisors held 2,990 shares of Simplify Interest Rate Hedge ETF worth $204K as of Q3 2022.
  • American Portfolios Advisors sold 6,476 Simplify Interest Rate Hedge ETF shares in Q3 2022, an estimated $368K.
  • Simplify Interest Rate Hedge ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1011 holding.
  • American Portfolios Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q1 2022 and has held it in 3 quarters since.
  • American Portfolios Advisors's Simplify Interest Rate Hedge ETF position peaked at $535K in Q2 2022.
  • 58 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.