Belpointe Asset Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Belpointe Asset 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	-31,894	Closed	-$1.47M	–	1204
2026 Q1	$1.47M	Buy	+31,894	New	+$1.46M	0.05%	317
2025 Q1	–	Sell	-6,470	Closed	-$274K	–	1009
2024 Q4	$274K	Buy	+6,470	New	+$309K	0.02%	689
2024 Q3	–	Sell	-5,760	Closed	-$276K	–	975
2024 Q2	$276K	Buy	+5,760	New	+$283K	0.02%	617
2023 Q3	–	Sell	-8,907	Closed	-$559K	–	702
2023 Q2	$559K	Buy	8,907 +7,198	+421%	+$461K	0.06%	285
2023 Q1	$104K	Sell	1,709 -4,981	-74%	-$315K	0.01%	1279
2022 Q4	$479K	Buy	+6,690	New	+$470K	0.03%	558

Other funds holding PFIX

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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 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

Belpointe Asset Management's PFIX Position: Q2 2026 in Review

Belpointe Asset Management sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q2 2026, closing a stake of 31,894 shares — an estimated $1.47M sold.

Belpointe Asset Management first reported a position in PFIX in Q4 2022 and held it in 6 quarters. The position peaked at $1.47M in Q1 2026. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

Belpointe Asset Management reported no remaining Simplify Interest Rate Hedge ETF position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 31,894 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $1.47M.
Belpointe Asset Management first reported a position in Simplify Interest Rate Hedge ETF in Q4 2022 and held it in 6 quarters.
Belpointe Asset Management's Simplify Interest Rate Hedge ETF position peaked at $1.47M in Q1 2026.
56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.