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Ball & Co Wealth Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Ball & Co 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
2026
Q2 		– Sell
-2,118
Closed -$97K – 84
2026
Q1 		$97K Buy
+2,118
New +$96.8K 0.08% 26

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 40.89% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GTS Securities
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

Ball & Co Wealth Management's PFIX Position: Q2 2026 in Review

Ball & Co Wealth Management sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q2 2026, closing a stake of 2,118 shares — an estimated $97K sold.

Ball & Co Wealth Management first reported a position in PFIX in Q1 2026 and held it in 1 quarter. The position peaked at $97K in Q1 2026. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • Ball & Co Wealth Management reported no remaining Simplify Interest Rate Hedge ETF position as of Q2 2026 after selling out during the quarter.
  • Ball & Co Wealth Management sold 2,118 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $97K.
  • Ball & Co Wealth Management first reported a position in Simplify Interest Rate Hedge ETF in Q1 2026 and held it in 1 quarter.
  • Ball & Co Wealth Management's Simplify Interest Rate Hedge ETF position peaked at $97K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.