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

Atomi 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
2025
Q3 		– Sell
-13,333
Closed -$705K – 1224
2025
Q2 		$705K Buy
+13,333
New +$746K 0.03% 457

Other funds holding PFIX

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atomi Financial Group's PFIX Position: Q3 2025 in Review

Atomi Financial Group sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q3 2025, closing a stake of 13,333 shares — an estimated $705K sold.

Atomi Financial Group first reported a position in PFIX in Q2 2025 and held it in 1 quarter. The position peaked at $705K in Q2 2025. 50 funds tracked by Wall St. Rank hold PFIX as of Q3 2025.

  • Atomi Financial Group reported no remaining Simplify Interest Rate Hedge ETF position as of Q3 2025 after selling out during the quarter.
  • Atomi Financial Group sold 13,333 Simplify Interest Rate Hedge ETF shares in Q3 2025, an estimated $705K.
  • Atomi Financial Group first reported a position in Simplify Interest Rate Hedge ETF in Q2 2025 and held it in 1 quarter.
  • Atomi Financial Group's Simplify Interest Rate Hedge ETF position peaked at $705K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.