Avantax Advisory Services’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Avantax Advisory Services’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 Q2	$1.2M	Buy	22,623 +8,719	+63%	+$488K	0.01%	1058
2025 Q1	$674K	Buy	+13,904	New	+$708K	﹤0.01%	1324
2023 Q4	–	Sell	-3,515	Closed	-$336K	–	1648
2023 Q3	$336K	Buy	+3,515	New	+$267K	﹤0.01%	1133

Other funds holding PFIX

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

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Avantax Advisory Services's PFIX Position: Q2 2025 in Review

Avantax Advisory Services increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 63% in Q2 2025, buying an estimated $488K and bringing the position to 22,623 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1058.

Avantax Advisory Services first reported a position in PFIX in Q3 2023 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold PFIX as of Q2 2025.

Avantax Advisory Services held 22,623 shares of Simplify Interest Rate Hedge ETF worth $1.2M as of Q2 2025.
Avantax Advisory Services bought 8,719 Simplify Interest Rate Hedge ETF shares in Q2 2025, an estimated $488K.
Simplify Interest Rate Hedge ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1058 holding.
Avantax Advisory Services first reported a position in Simplify Interest Rate Hedge ETF in Q3 2023 and has held it in 3 quarters since.
52 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.