BRWA
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B. Riley Wealth Advisors’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

B. Riley Wealth Advisors’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
Q3 		$912K Buy
14,505
+81
+0.6% +$4.13K 0.04% 410
2026
Q2 		$599K Buy
14,424
+1,873
+15% +$86.5K 0.03% 425
2026
Q1 		$604K Buy
+12,551
New +$574K 0.04% 397
2023
Q1 		– Sell
-3,345
Closed -$240K – 1595
2022
Q4 		$240K Buy
+3,345
New +$235K 0.01% 1161

Other funds holding PFIX

FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

B. Riley Wealth Advisors's PFIX Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 0.56% in Q3 2026, buying an estimated $4.13K and bringing the position to 14,505 shares worth $912K. The position accounts for 0.04% of the portfolio, ranked #410.

B. Riley Wealth Advisors first reported a position in PFIX in Q4 2022 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold PFIX as of Q3 2026.

  • B. Riley Wealth Advisors held 14,505 shares of Simplify Interest Rate Hedge ETF worth $912K as of Q3 2026.
  • B. Riley Wealth Advisors bought 81 Simplify Interest Rate Hedge ETF shares in Q3 2026, an estimated $4.13K.
  • Simplify Interest Rate Hedge ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #410 holding.
  • B. Riley Wealth Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q4 2022 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.