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Atria Wealth Solutions’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Atria Wealth Solutions’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
2023
Q1 		– Sell
-10,004
Closed -$716K – 1934
2022
Q4 		$716K Sell
10,004
-15,762
-61% -$1.11M 0.01% 913
2022
Q3 		$1.76M Sell
25,766
-54
-0.2% -$3.07K 0.03% 530
2022
Q2 		$1.46M Buy
25,820
+17,477
+209% +$997K 0.03% 550
2022
Q1 		$416K Buy
+8,343
New +$362K 0.01% 1162

Other funds holding PFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Atria Wealth Solutions's PFIX Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2023, closing a stake of 10,004 shares — an estimated $716K sold.

Atria Wealth Solutions first reported a position in PFIX in Q1 2022 and held it in 4 quarters. The position peaked at $1.76M in Q3 2022. 52 funds tracked by Wall St. Rank hold PFIX as of Q1 2023.

  • Atria Wealth Solutions reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,004 Simplify Interest Rate Hedge ETF shares in Q1 2023, an estimated $716K.
  • Atria Wealth Solutions first reported a position in Simplify Interest Rate Hedge ETF in Q1 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's Simplify Interest Rate Hedge ETF position peaked at $1.76M in Q3 2022.
  • 52 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.