AIM
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Anchor Investment Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Anchor Investment 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 		$945K Buy
20,445
+11,220
+122% +$513K 0.08% 200
2025
Q4 		$442K Buy
9,225
+4,150
+82% +$197K 0.04% 277
2025
Q3 		$244K Hold
5,075
– – 0.02% 349
2025
Q2 		$268K Sell
5,075
-50
-1% -$2.8K 0.02% 324
2025
Q1 		$248K Hold
5,125
– – 0.02% 333
2024
Q4 		$268K Hold
5,125
– – 0.03% 319
2024
Q3 		$211K Hold
5,125
– – 0.02% 360
2024
Q2 		$245K Hold
5,125
– – 0.03% 316
2024
Q1 		$230K Hold
5,125
– – 0.02% 341
2023
Q4 		$205K Buy
5,125
+525
+11% +$47.3K 0.02% 349
2023
Q3 		$439K Hold
4,600
– – 0.06% 244
2023
Q2 		$289K Sell
4,600
-50
-1% -$3.2K 0.04% 286
2023
Q1 		$283K Hold
4,650
– – 0.04% 292
2022
Q4 		$333K Sell
4,650
-425
-8% -$29.8K 0.05% 268
2022
Q3 		$346K Hold
5,075
– – 0.05% 253
2022
Q2 		$287K Sell
5,075
-100
-2% -$5.7K 0.04% 294
2022
Q1 		$258K Hold
5,175
– – 0.03% 344
2021
Q4 		$194K Hold
5,175
– – 0.02% 380
2021
Q3 		$210K Buy
5,175
+3,475
+204% +$139K 0.03% 349
2021
Q2 		$70.4K Buy
+1,700
New +$79.2K 0.01% 489

Other funds holding PFIX

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $78.1B AUM 55.25% 1-Year Est. Return

Anchor Investment Management's PFIX Position: Q1 2026 in Review

Anchor Investment Management increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 122% in Q1 2026, buying an estimated $513K and bringing the position to 20,445 shares worth $945K. The position accounts for 0.08% of the portfolio, ranked #200.

Anchor Investment Management first reported a position in PFIX in Q2 2021 and has held it in 20 quarters since. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • Anchor Investment Management held 20,445 shares of Simplify Interest Rate Hedge ETF worth $945K as of Q1 2026.
  • Anchor Investment Management bought 11,220 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $513K.
  • Simplify Interest Rate Hedge ETF made up 0.08% of Anchor Investment Management's portfolio in Q1 2026, its #200 holding.
  • Anchor Investment Management first reported a position in Simplify Interest Rate Hedge ETF in Q2 2021 and has held it in 20 quarters since.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.