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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
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

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

B. Riley Wealth Advisors's PFIX Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 15% in Q2 2026, buying an estimated $86.5K and bringing the position to 14,424 shares worth $599K. The position accounts for 0.03% of the portfolio, ranked #425.

B. Riley Wealth Advisors first reported a position in PFIX in Q4 2022 and has held it in 3 quarters since. The position peaked at $604K in Q1 2026. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • B. Riley Wealth Advisors held 14,424 shares of Simplify Interest Rate Hedge ETF worth $599K as of Q2 2026.
  • B. Riley Wealth Advisors bought 1,873 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $86.5K.
  • Simplify Interest Rate Hedge ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #425 holding.
  • B. Riley Wealth Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q4 2022 and has held it in 3 quarters since.
  • B. Riley Wealth Advisors's Simplify Interest Rate Hedge ETF position peaked at $604K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.