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

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

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return