AWM
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Avaii Wealth Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Avaii Wealth 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
2025
Q3 		– Sell
-4,871
Closed -$257K – 155
2025
Q2 		$257K Buy
+4,871
New +$273K 0.11% 111

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

Avaii Wealth Management's PFIX Position: Q3 2025 in Review

Avaii Wealth Management sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q3 2025, closing a stake of 4,871 shares — an estimated $257K sold.

Avaii Wealth Management first reported a position in PFIX in Q2 2025 and held it in 1 quarter. The position peaked at $257K in Q2 2025. 50 funds tracked by Wall St. Rank hold PFIX as of Q3 2025.

  • Avaii Wealth Management reported no remaining Simplify Interest Rate Hedge ETF position as of Q3 2025 after selling out during the quarter.
  • Avaii Wealth Management sold 4,871 Simplify Interest Rate Hedge ETF shares in Q3 2025, an estimated $257K.
  • Avaii Wealth Management first reported a position in Simplify Interest Rate Hedge ETF in Q2 2025 and held it in 1 quarter.
  • Avaii Wealth Management's Simplify Interest Rate Hedge ETF position peaked at $257K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2025.

Based on Avaii Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.